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Health-illness transition processes in children with complex chronic conditions and their parents: a scoping review

Abstract

Background

The prevalence of complex chronic conditions (CCC), which cause serious limitations and require specialized care, is increasing. The diagnosis of a CCC is a health-illness transition for children and their parents, representing a long-term change leading to greater vulnerability. Knowing the characteristics of these transitional processes is important for promoting safe transitions in this population. This scoping review aimed to map the available evidence on health-illness transition processes in children with complex chronic conditions and their parents in the context of healthcare.

Methods

Six databases were searched for studies focusing on children aged 0–21 years with CCC and their parents experiencing health-illness transition processes, particularly concerning adaptation to illness and continuity of care, in the context of healthcare. Studies within this scope carried out between 2013 and 2023 and written in Portuguese or English were identified. The articles were selected using the PRISMA methodology. The data were extracted to an instrument and then presented with a synthesizing approach supporting the interpretation of the results.

Results

Ninety-eight methodologically broad but predominantly qualitative articles were included in this review. Children with CCC have specific needs associated with complex and dynamic health-illness transitions with a multiple influence in their daily lives. Several facilitating factors (p.e. positive communication and a supportive therapeutic relationship with parents and professionals, as well as involvement in a collaborative approach to care), inhibiting factors (p.e. the complexity of the disease and therapeutic regime, as well as the inefficient organization and coordination of teams) and both positive (p.e. well-being and better quality of life) and negative response patterns (p.e. negative feelings about the chronic illness) were identified. Some interventions to support the transitional process also emerged from the literature. Pediatric palliative care is seen as a good practice and an integrative approach for these children and families.

Conclusion

Health professionals play a fundamental role in supporting the transitional process and promoting positive response patterns. More significant investment is needed at the clinical and academic levels regarding production and dissemination of knowledge in this area to ensure the awareness of children with CCC and that their needs are fully enhanced.

Review registration

https://doi.org/10.17605/OSF.IO/QRZC8.

Peer Review reports

Background

In line with the growing role of children in society, healthcare for children and young people has been subject to continuous improvement. It is known that illness at the pediatric age is not considered an expected normative process and significantly impacts the entire family system when it arises [1]. Significant advances in biomedical science and technology, which are responsible for the decline in infant mortality rates, have contributed to a change in the healthcare paradigm toward the treatment of children with pathologies for which there was once no therapeutic strategy [2, 3].

This reality has led to an increase in the number of children with Complex Chronic Conditions (CCC), which are defined as any pathology lasting at least one year, involving one or more organ systems enough to result in severe limitations that require specialized pediatric care and, probably, a period of hospitalization in a tertiary health institution [4]. Recently, a concept analysis conducted on complex health conditions in children also highlighted the dynamic nature of these diseases, the uniqueness of their impact on each child and family and the diminished quality of life often inherent to them [5].

In the literature, associated with the complications that arise from a complex chronic illness (CI), CCC is part of a broader set of pathologies, referred to as LLI and life-threatening illnesses (LTI). It is a concept defined by Together for Short Lives as LLI/LTI for which treatment can be effective or fail, which can result in the death of the child or irreversible or progressive conditions [6]. These circumstances can lead to a high degree of disability for the child, as well as a dependence on technology [7,8,9] and recurrent hospital stays [10].

These conditions are then further subdivided into five major groups: diseases for which there is a life-threatening risk with available treatment but with some degree of fallibility (group 1); diseases for which premature death is inevitable but with which there may be extended survival with appropriate treatment (group 2); progressive diseases with no available treatment (group 3); irreversible but nonprogressive diseases with a high degree of dysfunctionality and vulnerability (group 4); and finally, diseases that affect the fetus or newborn and have incurable features associated with a very short life expectancy (group 5) [6, 11]. The growing prevalence of these conditions now affects more than three million children worldwide [12], and their diagnosis can be seen as a process of transition [13].

According to Meleis and colleagues [14], the concept of transition is based on long-term changes in health, relationships and the environment, which involves adapting to new roles and situations. This process can result in new ways of thinking and acting and will increase internal resilience when an individual is aware of what is happening. The journey may or may not be linear and can lead to negative feelings in individuals associated with the impact that changes and responses to them have on them, placing them in a state of vulnerability [14].

Regardless of the name given to these illnesses, specialized pediatric care is required given their multidimensionality, reflected by high dependence on technological resources (mechanical ventilation, for example), demanding therapeutic management, parenteral and enteral nutrition, and equipment to compensate for vital functions, such as dialysis systems, urinary catheters and ostomies [15]. Given the complexity of these LLIs, extended hospital stays are the most prevalent for these children and their parents [16], with a significant impact on the increase in mortality and associated health expenditures approaching €3,000 per admission [17, 18].

The literature recommends that individualized support for children with CCC be planned and implemented by a specialized multidisciplinary team as early as possible (ideally at the time of diagnosis), supported by psychosocial mechanisms and resources that allow adequate management of the disease in all contexts [19, 20]. We are referring, for example, to approaches such as pediatric palliative care (PPC), which is emerging as a therapeutic strategy that positively contributes to improving the quality of life of these children and their families, not only at the end of life but also as a right for all children with a serious, disabling, incurable and potentially fatal pathology [21, 22].

The CCC and often inherent functional disability, development deficits and therapeutic complexity have a significant impact on family functioning, with the potential for an overload of care, responsibilities and worries that can diminish quality of life [23]. Factors such as the age of the child and parents, financial issues, uncertainty about the future, stigma and social isolation all contribute to this problem [24, 25]. As significant and binding figures for children, parents are often the main carers in this context and are consequently exposed to an adjustment and training process regarding the illness, which can generate insecurities and uncertainties about how to act [26, 27].

In this context, the philosophy of child- and family-centered care becomes fundamental, as it is expressed through holistic, humanized and individualized practices in which the healthcare team can identify the physical and psychosocial needs of the family, involve them in the care plan and give them increasing responsibility in its implementation [28, 29].

The community also plays a significant role in the progressive management of CCC and in its social representation, monitoring health and disease development, coordinating care and referrals to the appropriate resources and, finally, promoting normalization and inclusion, enabling the child and family to maintain their social roles [30, 31].

Faced with these transitional processes, the intervention of professionals in this field is reflected in the concept of “care transition”, defined as a set of interventions designed to ensure effective and safe coordination and continuity of care for people experiencing changes in their health [32]. The literature states that the inclusion of a case manager allocated to direct care in these cases could be an essential solution to support these transitional processes [33,34,35].

Considering the evidence already produced in this area, the motivation for this scoping review is the need to synthesize the existing knowledge in the literature about the health-disease transition processes in this population. A significant amount of evidence was found after conducting a preliminary search of the literature, justifying its synthesis and mapping on this subject. At the same time, a search was conducted in the PROSPERO, MEDLINE, Cochrane Database of Systematic Reviews and JBI Evidence Synthesis databases. No scoping reviews were found to be finalized or in progress on the subject. Within the scope of this review, the following main research question was defined: What evidence is available on health-illness transition processes in children with a CCC and their parents in the context of healthcare?

To deepen the analysis, five secondary questions are also proposed:

  1. a.

    What is the nature of health-illness transitions in children with CCC and their parents in the context of healthcare?

  2. b.

    Which conditions facilitate transition for children with CCC and their parents in the context of healthcare?

  3. c.

    Which conditions inhibit transition in children with CCC and their parents in the context of healthcare?

  4. d.

    Which health interventions support the health-illness transition in children with CCC and their parents in the context of healthcare?

  5. e.

    What are the patterns of response associated with transition processes in children with CCC and their parents in the context of healthcare?

Methods

This scoping review was carried out taking into account the guidelines issued by the Joanna Briggs Institute (JBI) [36], as well as the Preferred Reporting Items for Systematic Reviews and Meta-Analyses extension for Scoping Reviews (PRISMA-ScR) methodology [36]. Library experts agreed on and reviewed the methodological aspects of this scoping review. The involvement of two knowledge users was ensured during the development of the review [37,38,39].

Inclusion criteria

Concerning participants, this review considered all studies that included children with a diagnosis of a CCC, an LLI or an LTI, meeting the definition of authors specializing in the field [4, 11]. If there was doubt about the classification, the Directory of Life-Limiting Diseases was used [40]. Children with special health needs (SHN) or who depended on long-term care were also considered participants.

All children from birth to adolescence (0 to 18 years old) were considered as the population, as well as young adults with CI and disabilities up to the age of 21 or in cases where the transition to adulthood has not yet occurred. The option for including young adults from 18 to 21 years old is related to the fact that, in a lot of studies and in the experience of the authors, people with this age are still in the pediatric’ scope of action due to delay in transition to an adult health setting.

All studies involving parents were also identified, regardless of the type of family. Studies involving people over the age of 21 and their families, who were in the context of adult care, were excluded, as were studies involving children with noncomplex CI or an acute pathology requiring health care.

All the studies that focused on the concept of health-disease transition in this population were considered, in line with Meleis' definition [14], even if described under a different name.

Meleis defines "transition" as "(…) a passage or movement from one state, condition or place to another" [41]. This concept can be divided into three dimensions: types (developmental, situational, health-illness and organizational), which describe different situations in which transitional processes occur; patterns (singular/multiple, sequential/simultaneous, related/unrelated), which demonstrate the complexity and plurality of the presentation of these processes; and properties (awareness, involvement, change and difference, period and critical events), which are seen as elements associated with a transition [14, 42]. Transitions can also be influenced by facilitating or hindering personal, community and social factors [14].

According to this theory, the intervention of professionals is therefore based on a comprehensive understanding of the transition to develop congruent 'therapies' in the face of the unique experience of the person and their family, promoting a healthy response to the transition [14]. Therefore, two moments are of specific interest to this review: the physical and psychological adaptation of the child and parents resulting from the diagnosis of a CCC, hospitalization or exacerbation of the underlying condition; their discharge; and the necessary coordination and integration of care. The studies should identify areas for optimization, contributions, or implications for the clinical practice of health professionals, especially nurses.

Studies that exclusively identified transition processes other than health-illness – situational, organizational and/or developmental (i.e., the transition process from healthcare in a pediatric environment to an adult environment) – were excluded.

The context considered in the studies included in this review was the healthcare environment to which the population above resorts, whether at a primary, secondary or tertiary level, and regardless of clinical specialty or economic sector. No sociodemographic restrictions will be applied. Studies other than those with a clear focus on providing direct care were excluded.

Regarding the type of evidence, primary studies with qualitative, quantitative, or mixed methodologies; literature reviews (narrative or systematic); published theses; and case studies were considered. Letters to the editor, opinion articles, editorials, columns, commentaries, and book reviews were excluded.

Search strategy

The research strategy was developed through several phases per the JBI guidelines.

The first phase corresponded to the initial exploratory search conducted in various databases to identify the literature attributes most pertinent to answering the review question. This research helped to develop a comprehensive search strategy, namely, by identifying the most frequent keywords in natural or indexed language and the words in the titles and abstracts of the most relevant articles.

The second phase corresponded to the search and involved identifying articles that met the inclusion criteria. The final version of the search expression (See Additional file 1), based on a table of search terms (See Additional file 2) with the natural language in English and Portuguese and the indexed terms, was applied to the following databases: CINAHL Complete®, MEDLINE Complete® and Psychology and Behavioral Sciences Collection®, belonging to the EBSCOHost platform; on the Cochrane Library® platform, including the Cochrane Database of Systematic Reviews® and Cochrane Central Register of Clinical Trials® databases; and on the Open Access Scientific Repositories in Portugal (RCAAP) platform, as well as on the OpenAire portal. Opting for these databases was a decision based on the pertinence, scope and coverage of the articles found in the first phase of the search in each database, which made the authors choose the databases with better capability to provide the most extensive and comprehensive search.

The final search expression in natural language is defined in Table 1. Due to their length, the other specific expressions broken down by database are available, as mentioned above, in Additional File 2. The search expression for the OpenAire portal has been simplified, as the system does not support advanced search expressions.

Table 1 Search expression in nonindexed language

Articles published in any scientific publication were considered, regardless of their nature, provided that they were written in Portuguese or English and published in the last ten years (between 2013 and 2023). The restriction in chronological terms was due to the need to make scientific evidence compatible with the current reality of care, which has evolved exponentially around children with CCC in recent years. In addition, transferring the most up-to-date knowledge to clinical practice was also an important consideration when selecting evidence for the review.

Selection of evidence

After the search, the studies’ records were extracted and uploaded to a bibliographic management support system (Zotero), where the process of identifying the articles was carried out, checking the records’ information and eliminating duplicates. The materials were then uploaded to bibliographic review support software (Rayyan), where the eligibility assessment and selection of articles took place [43].

Article screening was conducted by two reviewers, starting by analyzing the titles and abstracts, where the authors looked for compliance with inclusion criteria regarding population, concept and context. The assessment of the complete text was done by overlapping results and conclusions of each study with the defined review questions. A final decision in the face of disagreements was reached by consensus between the reviewers, and there was no need to call by a third reviewer. The reasons for excluding articles after complete text analysis are summarized in a table (see Additional file 3). At the end of the process, the various stages were represented in a PRISMA-ScR flow diagram [36, 44, 45].

Data extraction

After the search, information was extracted (in April 2023) through an instrument including data on the authors, the study’s country of origin, its type, objective, sample, methodology and results, aligned with evidence recommendations [39, 46]. The results were then reorganized and grouped according to their contribution to answering the review questions, making it easier to synthesize the evidence and align it with the outlined objective. This method allowed for a multimodal analysis, by review question and by article, which was also useful to connect results with the underlying theoretical framework. As this was a scoping review, the quality of the studies included was not assessed.

Data analysis and presentation

The data from this review are presented in an integrative approach with a schematic view of the content. The search results and selection of the relevant studies are presented in the PRISMA-ScR flowchart in the results’ section (Fig. 1). Analysis of the data was carried out through an inductive methodology, following further categorization of the results by review question. This method allowed for a meaningful exploration of the results.

Fig. 1
figure 1

PRISMA-ScR flow diagram for the identification, screening and inclusion of studies in the review

Results

Included studies

The inclusion of studies in the review followed the methodology specified above and was translated into a PRISMA-ScR flow diagram (Fig. 1). After the identification and screening processes, 78 articles were included in the review. The studies’ bibliographic references were checked, and 20 additional articles were included.

Characteristics of the included studies

The included studies were diverse in their typology, with multidisciplinary authorship in 98 of the included articles, demonstrating the multiprofessional interest in transitional care and, more specifically, in children with CCC.

Approximately 80% of the articles are primary, and most are qualitative, with interviews and questionnaires being the most common techniques used to collect data. One article on concept analysis, a less common methodology, also contributed to this review.

For the years of publication of the articles included, there is considerable asymmetry between the first five years of the sample (2013–2017) and the last six years (2018–2023), as there has been a considerable decrease in the evidence published on this subject over time. The number of publications peaked in 2015 and 2017. The evidence published in the last two years comprises less than 10% of the sample. Figure 2 shows a graph illustrating these trends.

Fig. 2
figure 2

Graph – Dates of publication regarding the studies included in the review

Regarding the geographical distribution, illustrated in Fig. 3, the high geographical dispersion of the studies stands out, with the United States of America being the country with the most scientific production on transitional processes in children with CCC and their parents (n = 34).

Fig. 3
figure 3

Graph – Geographical distribution of the included studies

Main results

The included articles made essential contributions to answering the outlined review questions. To better describe the characteristics of each study, as well as its objectives and results, these data are summarized in a table in the appendix to this article (see Additional file 4).

Below, a graph (Fig. 4) shows that most of the literature focuses on the facilitating and inhibiting constraints of the transitional processes of children with CCC and their parents and the response patterns demonstrated by this population. Nevertheless, a significant proportion of the literature on multidisciplinary interventions associated with these transitional processes is beginning to emerge. Given its applicability in the health sciences, this analysis was conducted through the theoretical lens of Afaf Meleis [14, 47].

Fig. 4
figure 4

Graph – Contribution of the included studies to answering the review questions

To systematically organize the results, we will describe the main conclusions associated with the review questions outlined.

Nature of existing health-disease transitions

In this section, articles focused on defining who these children are and what their transitional needs are. In the literature, children with CCC are given numerous names: children with medical complexity (CMC), children with SHN, children with complex health needs, children with LLI or LTI, and children with palliative needs, among others [48, 49].

These transitions are generally considered to be health-related diseases. Nevertheless, some evidence suggests that they are also situational and organizational, with a simultaneous and interrelated pattern. The specificity of these transitional processes is linked to several factors, such as the complexity of the pathologies, their multisystemic involvement, the high impact on the quality of life of the child and the family [48,49,50,51], high functional dependence and socioemotional needs [48, 50, 52,53,54].

Care management seems to have the most significant weight in defining these transitions, given the need for frequent and coordinated multiprofessional health surveillance, with wide-ranging therapeutic strategies to control symptoms, from polymedication to the use of technological devices to support vital functions [48, 49, 51, 52]. Although there are few tools for assessing the needs of this population, which often causes them to be recognized too late, the evidence shows that the prevalence of these diseases is increasing worldwide [48, 55,56,57].

Transition-facilitating conditionalisms

Children and parents identify many constraints facilitating health-disease transitions, influencing the adoption of positive response patterns. A summary diagram of the presence of these constraints in the literature analyzed is shown in Fig. 5.

Fig. 5
figure 5

Graph – Conditionalisms facilitating the identified transition processes

Throughout the care process, the adoption of a positive and supportive relationship and communication style between the child, parents and professionals is the main facilitator of adjustment to the illness identified by the evidence, mainly when it includes explicit communication, a sense of trust in professionals and an affectionate and available tone in the therapeutic relationship [51, 53, 54, 58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74,75,76,77,78,79,80,81,82,83,84,85,86,87]. This attitude is also conveyed in the individualization and humanization of care, which is manifested in respect to the choice of the child and family in the care process [65, 75, 78, 79, 81, 83, 88,89,90,91,92]. In this context, using recreational resources is particularly important [64, 65, 71, 74, 78, 93, 94].

Providing care in partnership with parents and children is another facilitator, advocating for collaborative approaches that integrate them as active elements in the planning and implementation of care [53, 58, 59, 62, 63, 70, 71, 75, 79,80,81,82,83,84,85, 90, 91, 93, 95,96,97,98,99,100,101,102,103,104,105]. In this regard, training and learning knowledge and skills about the disease and the therapeutic regime are essential [58, 79, 90, 92, 98, 103, 106, 107], the quality of which is enhanced by the existence of reference professionals or case managers [52, 58, 75, 81, 83, 88, 91, 92, 95, 97, 99, 107,108,109].

From a more personal perspective, hope, optimism, spirituality and trust in children's potential for independence are factors that help children overcome these experiences [53, 63, 64, 69,70,71, 74,75,76, 79, 82, 87, 93, 96, 105, 110,111,112,113]. At the same time, valuing parents' mental health is seen as a resource to alleviate the potential burden that can fall on them [50, 65, 112]. Social and family support also appears to be positive, particularly if there are siblings in the family and if there are opportunities to join formal or informal mutual support networks [50, 53, 54, 59, 74, 76, 82, 85, 87, 96, 100, 103, 105, 106, 112, 114,115,116,117,118].

The evidence also identifies the importance of valuing the discharge process, highlighting the importance of knowing housing conditions before leaving the hospital and planning for follow-up in the community. [54, 65, 73, 75, 85, 90, 98, 99, 101, 105, 107, 108, 114, 117, 119, 119,120,121,122,123]. Clinical support by telephone or continuity of care at home are also valued approaches [65, 73, 75, 99, 101, 114, 122, 123].

From a more systemic perspective, there is evidence that the perception of safety and quality of care impacts how children and parents experience these transitional processes [61, 67, 90, 91, 114, 124]. Similarly, policies to increase access to support services, as well as adequate socioeconomic conditions and the use of technological devices, are strategies associated with positive outcomes [52, 59, 60, 65, 74, 116, 123, 125].

Transition-inhibiting conditionalisms

Several factors that can negatively influence the successful completion of a transition stand out.

The existence of several prejudices associated with the necessary healthcare and the negative progression of the disease can make it difficult for a child with a CCC and their parents to accept the condition, aggravating uncertainty about the future [53, 55, 60, 64, 65, 67, 89, 93, 96, 106, 126,127,128].

The complexity of the disease and the therapeutic regimen have been identified as the main factors hindering these transition processes, as these pathologies involve uncontrolled symptoms, functional limitations, a demanding therapeutic regimen and recurrent clinical follow-ups. [52, 59, 64, 67, 77, 91, 93, 96, 98, 104, 106, 108, 112, 117, 122, 126, 127, 129]. Therefore, dysfunctional therapeutic relationships can amplify this negative impact [54, 59, 91, 92, 101].

Some professionals' resistance to caring for these children and their families can hinder the training process and thus lead to inadequate preparation for discharge [54, 59, 60, 64, 77, 101, 104, 110, 130]. This phenomenon can also occur when there is a high turnover of professionals, especially nurses, reducing the consistency of support for decision-making and training [59, 81, 88, 110].

At discharge, erratic communication and coordination between professionals are also barriers to continuity of care [59, 60, 64, 64, 73, 73, 74, 81, 88, 93, 97, 101, 108, 119, 127, 128, 131]. This process may be hampered by the inadequacy of care facilities in the community to accommodate a child with these needs [59, 74, 128].

On a personal level, there are also several important factors. For parents, the process of adapting to their child's CI leads to a decrease in socialization and family support [59, 65, 79, 82, 87, 96, 111, 114, 123, 127]. The decline in sleep quality and consequent parental stress therefore seems inevitable, complicated by the caregiver's limited access to respite resources [50, 54, 65, 67, 72, 96, 128, 132,133,134].

For children, their limitations contrast with peer pressure to carry out activities typical for their age group [53, 64, 67, 79, 89, 93, 96, 126, 127]. School absenteeism has also been reported as a consequence of the need for frequent clinical follow-up, sometimes leading to overprotective parental practices in the face of the risk of complications [93, 107, 127].

From a social perspective, the literature describes stigma, underrecognition of fathers as caregivers and barriers to parents’ professional life as existing problems [106, 128]. These obstacles make it difficult for parents to maintain their social roles and can lead to economic difficulties, given the often high cost of their children's treatment [54, 60, 65, 69, 87, 96, 103, 106, 108, 111, 112, 116, 123, 127, 130]. The lack of public policies tailored to the complexity of children with CI is also an obstacle to this process [123, 129].

Health interventions that support transition

The evidence suggests that these interventions are multidisciplinary and involve multiple professionals (doctors, nurses, physiotherapists, psychologists, social workers, and spiritual counselors, among others) [106, 113, 130, 133, 135,136,137]. The implementation of palliative care as an integrative approach for children with CCC and their families is seen as good practice [51, 55, 56, 91, 102, 106, 124, 125, 138]. The assignment of a reference professional, mainly identified as a nurse who coordinates the child's clinical situation using case management methodology, is also recommended [48, 88, 108, 136, 139].

Recognizing the needs of these children as early as possible before intervention is a procedure described in the evidence. Therefore, the emergence of validation studies of diagnostic instruments associated with this end, in terms of the child and the caregivers, is seen as an added value [57, 68, 128]. Improving these tools is fundamental to the process of advanced care planning, which should focus on priorities defined in a shared and individualized way [53, 57, 60, 68, 137, 140,141,142].

In this context, a trend toward involving children in decision-making has emerged from the evidence. Although children may not yet have the necessary discernment to take full responsibility for decisions regarding their health, some authors report the need to respect their perspective, avoiding empowering parents exclusively and promoting their participation and involvement in training (when possible) [75, 89, 119].

Regarding direct care, the prioritization of training and empowerment as a means to develop self-management and self-efficacy is seen as a safe transition-promoting intervention [50, 53, 54, 58, 71, 73,74,75, 80, 81, 92, 93, 97, 98, 104, 108, 115, 131, 135], along with strength-based and hopeful communication [53, 70, 75, 76, 84, 89, 140].

The evidence also focuses on the discharge process, highlighting the crucial availability of community resources allowing for continuity of care. Therefore, coordination between hospital and community teams to define the discharge strategy early on is one of the mentioned interventions [49, 51, 60, 63, 80, 86, 95, 106, 120, 123, 125, 135, 138, 139, 142, 143]. In this regard, technology-based solutions, particularly telehealth care, are relevant [73, 95, 135].

In addition, the implementation of support mechanisms for caregiver performance, such as programs promoting respite, as well as participation in mutual help groups with professional support, can contribute to the development of hope and self-efficacy, fostering positive feelings and enhancing a safe transition [53, 54, 63, 91, 100].

Patterns of response associated with transition processes

From the evidence, more positive response patterns are associated with these transitions, as opposed to less favorable ones. This duality is summarized in Tables 2 and 3, associating the response patterns with their magnitude in the literature analyzed.

Table 2 Positive patterns of response regarding the health-disease transition by number (N) and percentage (%)
Table 3 Negative patterns of response regarding the health-disease transition by number (N) and percentage (%)

Discussion

The main objective of this scoping review was to map the available evidence on health-illness transition processes in children with CCC and their parents in the context of healthcare, taking into account the facilitating and inhibiting factors of this transition, as well as the nature and profile of the transition/population, the response patterns associated with the transition and interventions that support the transition [14, 47]. In this sense, the results met the outlined objective.

The studies were diverse and provided a solid answer to the outlined review questions. There was a predominance of primary studies, particularly qualitative (N = 44), which may be because these transitional processes involve the experiences of the child and the parents, which are assessed in greater depth using these methodologies. On the other hand, the number of literature reviews is small, accounting for less than 10% of the sample. This review seeks to identify the existing evidence and contribute to the synthesis of available knowledge.

For the number of existing publications, the evidence seems to reflect a growing pattern between 2013 and 2017, which may be associated with the global boom in PPC. Increased awareness of this issue has also been evident, with advanced scientific and associative activity on PPC. An example of this is the Hats On for Children's Palliative Care (#HatsOn4CPC) event, led in 2013 by the International Children's Palliative Care Network, which promoted global involvement and recognition of PPC through the dissemination of photos wearing different hats. In contrast, there appears to be a less pronounced focus on publications between 2018 and 2023, which may be justified by the emergence of other epidemiological priorities, namely, COVID-19, from 2020 onward.

Regarding the content analysis of the included studies, categorization using Meleis's transition theory helped to organize the contribution of the evidence to answering the review questions [14]. There are many studies related to facilitators, barriers and patterns of response by children and parents to the transitional processes associated with CCC. At the same time, studies integrating structured interventions to support these transitions are beginning to appear in the evidence.

The evidence identifies these transitions as originating from mechanisms predominantly related to health-disease processes, to which organizational and situational aspects are added. This illustrates the multidimensionality of these processes’ clinical and psychosocial situations, justifying a differentiated intervention that values the SHN, the specificity of the care and the clinical complexity present in these cases [6].

All the constraints included in Meleis' theoretical approach, except for meanings, appear in the evidence as facilitators and inhibitors of these transitional processes. This tendency may be related to the unique way in which each child and parent respond to transition processes, which seems to have a multifactorial cause. It appears that preparation and knowledge can facilitate and hinder these transitional processes in similar proportions to social and economic factors, which is in line with the complexity of these processes. However, regarding cultural beliefs, attitudes and community resources, a more significant potential for facilitating transitional processes is identified, which is naturally associated with the considerable impact of these factors on experiencing CCC. Personal factors related to the meaning of these conditions are presented exclusively as inhibitors, in line with some of the articles that illustrate prejudices about these children.

Concerning the nature of the interventions identified to respond to transitional processes, an essential discrepancy is visible, since 8 out of 10 articles discuss therapeutic intervention approaches (N = 49) rather than preventive interventions, which were mentioned in less than 40% of the studies. This could be explained by the global gaps in caring for these children [146, 147], exhibiting a focus on immediate needs and relegating preventive aspects to second place. In line with the recommendations of the American Academy of Pediatrics for preventive health care in children, this aspect raises concerns related to continuity of care and valuing children's health, which is achieved through a preventive approach separate from the purely therapeutic sphere [148].

The response patterns shown by the evidence reflect that negative ones are more prevalent in process indicators than in outcome indicators. In this context, more than 50% of the articles showed positive response patterns in both areas. This difference may be related to the stage of acceptance of the disease, where understandably, more negative indicators arise at the time of diagnosis and "shock" at the time of diagnosis. Thus, negative response patterns at this stage justify the need for more targeted intervention at this level at an early stage, preventing these less healthy responses from persisting.

Recognizing the needs of these children was one of the points raised as being important in defining the profile of the transitional processes experienced by these children and families. This is an existing discussion insofar as the management of these situations is primarily the responsibility of health professionals. Several studies in the literature, one of which was identified in this review, attempt to classify the needs of these children using a measuring instrument, such as the Pediatric Palliative Screening Scale (PaPaS) [149], or categorization, such as the Directory of Life-Limiting Diseases, drawn up by Hain and Devins [40], or complexity, using the Pediatric Medical Complexity Algorithm proposed by Simon and colleagues [150].

PPC has also emerged as one of the most appropriate therapeutic solutions for these children, assumed as a right of the child with an LLI or LTI [151]. This is perennially corroborated by the evidence, which identifies them as an integrated strategy that contributes to improving the quality of life of these children, who are the primary users of this care [11, 12]. The multidimensionality of this intervention, centered on the needs expressed by the child and family, allows for the clarification of the prognosis and the definition of a plan that is truly aligned with their priorities, maximizing functionality and the right to health care that safeguards their dignity [152,153,154,155].

The assignment of a reference professional, often mentioned as a nurse, is also highlighted, in which the evidence identifies significant benefits, such as high satisfaction with care, shorter hospital stays and increased therapeutic limitations at the end of life [156, 157]. The implementation of successful projects in this area regarding complex chronic diseases in pediatrics is also described, with the role of case managers generating gains compatible with those found in this review [33, 34, 158, 159]. However, there is also evidence of the inherent difficulties associated with the turnover of professionals in the inpatient setting, their potential overload and the high emotional demand [160].

The review also mentions the communication approach as the main facilitator of the transitional process. In the pediatric context, adequate communication is combined with the challenge of making it appropriate for the child's age group and sociorelational maturity. The evidence indicates that a relationship with the child, through active listening, encouraging positive affirmations, fostering trust and setting realistic priorities about the future, promotes hope in the child [161,162,163].

In palliative care, the complexity of situations often requires a systematized approach to communicating bad news, with the SPIKES approach being recommended as the most appropriate [164]. While barriers to communication in this area have also been identified, multidisciplinary work, a focus on prognosis and taking siblings into account when defining and implementing the communication strategy are trends identified by the latest evidence for optimizing care in this area [165,166,167].

Parental empowerment is also one of the central interventions associated with positive response patterns. These results align with evidence pointing to the importance of empowering parents in the short, medium, and long term in their adaptation to their child’s CCC [168,169,170]. Recent studies have shown the need to innovate in this training, mainly through simulation [171, 172]. The need to improve parental self-management assessment of children's CI is also a parent-related concern expressed in the evidence, as an article that recently validated a self-management assessment tool for parents of children with CI (S-scan-parental self-management support) [173].

The evidence also shows a tendency for the child's opinion to be considered in the therapeutic processes to which they are subjected. This trend is corroborated by the growing body of evidence on the subject, which argues that each child is unique and that their participation in decision-making is a crucial determinant of their involvement in the management of CCC [29, 174, 175].

The transition to home has the potential to both facilitate and hinder the transitional process. In this sense, the evidence recommends a humanized discharge process with early planning, which promotes continuity of care beyond the hospital setting [15, 176]. Intervention in this process, mainly through an educational approach that values the parents' experience, is associated with health gains for integrating care [177, 178].

Considering that this process can generate family readjustment, it is important to conduct multidisciplinary social and family assessments before discharge [179]. The literature highlights hope during this assessment as significant through the genogram and ecomap of hope, seeking to perceive internal and external resources that can contribute to the success of the therapeutic plan [180]. Considering that the potential impact of the disease on caregivers and children is also pertinent, the use of support dynamics to prevent stress and overload should be a priority for health professionals [181, 182]. Thus, the possibility of respite care for caregivers is fundamental and should be encouraged worldwide [183].

Although CCC and palliative care are often associated with the end of life, the results of the review did not particularly highlight these aspects. However, the evidence shows that the dynamics of grief are important in regard to transitional processes in this area, and interventions should be implemented not only for the grief of parents and family but also for the grief of professionals, avoiding complications inherent in prolonged grief [184,185,186,187]. The involvement of bereaved parents in the development of bereavement intervention programs in PPC has been reported to stimulate the development of hope and the rediscovery of meaning for their child's death [188].

From a sociological perspective, the importance of developing policies to support the transitions that children and families experience in this context was also mentioned in the results. This perspective is corroborated by scientific evidence, which reports that the fragility of the health system in providing care for these children can generate disorganization and deconstruction of the bond with health professionals [189, 190]. To this end, the World Health Organization's recommendations urge all countries to develop more comprehensive PPC services to improve access to this care worldwide [22].

The results of this review are summarized in Additional File 5, which is organized using the Pager Framework. This approach is designed to maximize the quality of the analysis of articles in scoping reviews, which advocates identifying patterns in the evidence analyzed and then classifying the results into advances, gaps, evidence for clinical practice and recommendations for research [191].

Concerning the limitations of this review, it should be noted that, as a secondary study, the results may not reflect all the evidence available on this subject. The exclusion of articles referring to noncomplex CI and the transition from a pediatric to an adult care setting limited the results inherent in these transitional processes. The purpose of this review was to identify existing studies, and for this reason, the quality of the included studies was not assessed. As this is not the correct type of study to achieve a complete transfer of evidence to clinical practice, although it can guide areas of epistemological development in this area, this work does not replace future systematic reviews of the literature, particularly qualitative, diagnostic accuracy, and prevalence studies, which could make a more solid contribution to transferring knowledge to the provision of care.

Conclusion

By carrying out this scoping review, it was possible to map scientific evidence about the health-illness transition processes in children with CCC and their parents in healthcare.

Due to the complexity that a CCC requires from health professionals, parents and society, this topic has emerged as essential because of the human rights of life, dignity, freedom and security, which are intrinsic to all human beings, and the Sustainable Development Goals, which aim to achieve the well-being of all populations by the year 2030 [192].

Children and families in this context are often presented with the need to face the complexity of a CCC and its therapeutic regime, which can be worsened by economic difficulties, stress, overload of care and unemployment. Although experiencing the impact of a CCC is a difficult situation, parental involvement and participation in care, as well as therapeutic play and the search for community-based resources to support transition between the hospital and home, are strategies that can be led by the family in order to facilitate the transition process, always in partnership with the health professionals.

Health professionals play a fundamental role in minimizing negative constraints on the health-disease transition and positively maximizing them by considering the response patterns associated with the disease and the uniqueness of each child and family. Designing holistic and integrative care for these families, through a positive therapeutic relationship with a reinforcement of education and empowerment processes, coordination between the hospital and the community and the implementation of pediatric palliative care, can promote increased self-management skills and acceptance of the CCC, which can contribute to a positive and safe health-illness transition.

With respect to research, it is important to continue investigating PPC and children with CCC, highlighting the contributions that literature reviews can have in transferring knowledge to care practice contexts. More significant investment is needed at the clinical and academic levels in the production and dissemination of knowledge in this area to increase awareness of children with CCC and their needs.

The low amount or absence of public policies targeting support to children with CCC and their families is a factor that can exacerbate complications when living with this conditions. Policy-makers should therefore invest in recognizing these people’ needs and, linking them to scientific and reliable evidence from research, offer children and family-friendly policies aiming to mitigate some of the barriers they face, particularly at the community, economic and social level. Everyone has the right to live beside the disease, even if it is life-limiting or threatening.

Availability of data and materials

All data generated or analyzed during this study are included in this published article (and its supplementary information files).

Abbreviations

CCC:

Complex Chronic Condition

CI:

Chronic Illness

CIC:

Chronically Ill Children

CMC:

Children with Medical Complexity

DM1:

Diabetes Mellitus Type 1

ED:

Emergency Department

JBI:

Joanna Briggs Institute

LLI:

Life-Limiting Illness

LTI:

Life-threatening illness

PaPaS:

Pediatric Palliative Screening Scale

PICU:

Pediatric Intensive Care Unit

PPC:

Pediatric Palliative Care

PRISMA-ScR:

Preferred Reporting Items for Systematic Reviews and Meta-Analyses extension for Scoping Reviews

SHN:

Special Health Needs

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Acknowledgements

This work is financially supported by National Funds through FCT – Fundação para a Ciência e a Tecnologia, I.P., under the project UIDP/ 04279/2020.

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This research was funded by Catholic University of Portugal – Center for Interdisciplinary Research in Health (CIIS).

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DL and AMF contributed to data acquisition, analysis, and interpretation and were responsible for drafting the manuscript. JR and ZC have made substantive reviews of the manuscript and contributed to defining the strategy for analysis. All authors contributed to the conception and design of the work, approved the submitted version, agreed to be personally accountable for the author's contributions, and to ensure that questions related to the accuracy or integrity of any part of the work, even ones in which the author was not personally involved, are appropriately investigated, resolved, and the resolution documented in the literature.

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DSL has been a nurse since 2020 at an inpatient pediatric ward and a researcher with a particular interest in areas related to informal caregivers, pediatric nursing, and health management and leadership. AMF has been a nurse since 2020, working at an inpatient adult medical ward. DSL and AMF are students of the 16th Master in Pediatric and Child Health Nursing of the Nursing School (Lisbon) – Catholic University of Portugal. JR and ZC are experienced pediatric nurses and professors at the Catholic University of Portugal.

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Correspondence to David Loura.

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Loura, D., Ferreira, A.M., Romeiro, J. et al. Health-illness transition processes in children with complex chronic conditions and their parents: a scoping review. BMC Pediatr 24, 446 (2024). https://doi.org/10.1186/s12887-024-04919-4

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