Dorothea Orem’s Self-Care Theory

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There are instances wherein patients are encouraged to bring out the best in them despite being ill for a period of time. This is very particular in rehabilitation settings, in which patients are entitled to be more independent after being cared for by physicians and nurses. Through these, the Self-Care Nursing Theory or the Orem Model of Nursing was developed by Dorothea Orem between 1959 and 2001. It is considered a grand nursing theory, which means the theory covers a broad scope with general concepts that can be applied to all instances of nursing.

Description

Dorothea Orem‘s Self-Care Theory defined Nursing as “The act of assisting others in the provision and management of self-care to maintain or improve human functioning at home level of effectiveness.” It focuses on each individual’s ability to perform self-care, defined as “the practice of activities that individuals initiate and perform on their own behalf in maintaining life, health, and well-being.”

“The condition that validates the existence of a requirement for nursing in an adult is the absence of the ability to maintain continuously that amount and quality of self-care which is therapeutic in sustaining life and health, in recovering from disease or injury, or in coping with their effects. With children, the condition is the inability of the parent (or guardian) to maintain continuously for the child the amount and quality of care that is therapeutic.” (Orem, 1991)

Assumptions

The assumptions of Dorothea Orem’s Self-Care Theory are: (1) In order to stay alive and remain functional, humans engage in constant communication and connect among themselves and their environment. (2) The power to act deliberately is exercised to identify needs and to make needed judgments. (3) Mature human beings experience privations in the form of action in care of self and others involving making life-sustaining and function-regulating actions. (4) Human agency is exercised in discovering, developing, and transmitting to others ways and means to identify needs for, and make inputs into, self and others. (5) Groups of human beings with structured relationships cluster tasks and allocate responsibilities for providing care to group members.

Major Concepts of the Self-Care Deficit Theory

Nursing

Nursing is an art through which the practitioner of nursing gives specialized assistance to persons with disabilities which makes more than ordinary assistance necessary to meet needs for self-care. The nurse also intelligently participates in the medical care the individual receives from the physician.

Humans

Humans are defined as “men, women, and children cared for either singly or as social units,” and are the “material object” of nurses and others who provide direct care.

Environment

The environment has physical, chemical and biological features. It includes the family, culture, and community.

Health

Health is “being structurally and functionally whole or sound.” Also, health is a state that encompasses both the health of individuals and of groups, and human health is the ability to reflect on one’s self, to symbolize experience, and to communicate with others.

Self-care

Self-care is the performance or practice of activities that individuals initiate and perform on their own behalf to maintain life, health, and well-being.

Self-care Agency

Orem's Self-Care Theory: Interrelationship among concepts. Click to enlarge.
Orem’s Self-Care Theory: Interrelationship among concepts. Click to enlarge.

Self-care agency is the human’s ability or power to engage in self-care and is affected by basic conditioning factors.

Basic Conditioning Factors

Basic conditioning factors are age, gender, developmental state, health state, socio-cultural orientation, health care system factors, family system factors, patterns of living, environmental factors, and resource adequacy and availability.

Therapeutic Self-care Demand

Orem's Self-Care Theory - Conceptual Framework. Click to enlarge.
Orem’s Self-Care Theory – Conceptual Framework. Click to enlarge.

Therapeutic Self-care Demand is the totality of “self-care actions to be performed for some duration in order to meet known self-care requisites by using valid methods and related sets of actions and operations.”

Self-care Deficit

Self-care Deficit delineates when nursing is needed. Nursing is required when an adult (or in the case of a dependent, the parent or guardian) is incapable of or limited in the provision of continuous effective self-care.

Nursing Agency

Nursing Agency is a complex property or attribute of people educated and trained as nurses that enables them to act, to know, and to help others meet their therapeutic self-care demands by exercising or developing their own self-care agency.

Nursing System

Nursing System is the product of a series of relations between the persons: legitimate nurse and legitimate client. This system is activated when the client’s therapeutic self-care demand exceeds available self-care agency, leading to the need for nursing.

Theories

The Self-Care or Self-Care Deficit Theory of Nursing is composed of three interrelated theories: (1) the theory of self-care, (2) the self-care deficit theory, and (3) the theory of nursing systems, which is further classified into wholly compensatory, partial compensatory and supportive-educative.

Theory of Self-care

This theory focuses on the performance or practice of activities that individuals initiate and perform on their own behalf to maintain life, health and well-being.

Self-care Requisites

Self-care Requisites or requirements can be defined as actions directed toward the provision of self-care. It is presented in three categories:

Universal self-care requisites

Universal self-care requisites are associated with life processes and the maintenance of the integrity of human structure and functioning.

  • The maintenance of a sufficient intake of air
  • The maintenance of a sufficient intake of water
  • The maintenance of a sufficient intake of food
  • The provision of care associated with elimination process and excrements
  • The maintenance of a balance between activity and rest
  • The maintenance of a balance between solitude and social interaction
  • The prevention of hazards to human life, human functioning, and human well-being
  • The promotion of human functioning and development within social groups in accord with human potential, known human limitations, and the human desire to be normal

Normalcy is used in the sense of that which is essentially human and that which is in accord with the genetic and constitutional characteristics and the talents of individuals.

Developmental self-care requisites

Developmental self-care requisites are “either specialized expressions of universal self-care requisites that have been particularized for developmental processes or they are new requisites derived from a condition or associated with an event.”

Health deviation self-care requisites

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Health deviation self-care requisites are required in conditions of illness, injury, or disease or may result from medical measures required to diagnose and correct the condition.

  • Seeking and securing appropriate medical assistance
  • Being aware of and attending to the effects and results of pathologic conditions and states
  • Effectively carrying out medically prescribed diagnostic, therapeutic, and rehabilitative measures
  • Being aware of and attending to or regulating the discomforting or deleterious effects of prescribed medical measures
  • Modifying the self-concept (and self-image) in accepting oneself as being in a particular state of health and in need of specific forms of health care
  • Learning to live with the effects of pathologic conditions and states and the effects of medical diagnostic and treatment measures in a lifestyle that promotes continued personal development

Theory of Self-care Deficit

This theory delineates when nursing is needed. Nursing is required when an adult (or in the case of a dependent, the parent or guardian) is incapable of or limited in the provision of continuous effective self-care. Orem identified 5 methods of helping:

  • Acting for and doing for others
  • Guiding others
  • Supporting another
  • Providing an environment promoting personal development in relation to meet future demands
  • Teaching another

Theory of Nursing System

This theory is the product of a series of relations between the persons: legitimate nurse and legitimate client. This system is activated when the client’s therapeutic self-care demand exceeds available self-care agency, leading to the need for nursing.

Wholly compensatory nursing system

This is represented by a situation in which the individual is unable “to engage in those self-care actions requiring self-directed and controlled ambulation and manipulative movement or the medical prescription to refrain from such activity… Persons with these limitations are socially dependent on others for their continued existence and well-being.”

Example: care of a newborn, care of client recovering from surgery in a post-anesthesia care unit

Partial compensatory nursing system

This is represented by a situation in which “both nurse and perform care measures or other actions involving manipulative tasks or ambulation… [Either] the patient or the nurse may have a major role in the performance of care measures.”

Example: Nurse can assist postoperative client to ambulate, Nurse can bring a meal tray for client who can feed himself

Supportive-educative system

This is also known as supportive-developmental system, the person “is able to perform or can and should learn to perform required measures of externally or internally oriented therapeutic self-care but cannot do so without assistance.”

Example: Nurse guides a mother how to breastfeed her baby, Counseling a psychiatric client on more adaptive coping strategies.

Orem’s Theory and The Nursing Process

The Nursing Process presents a method in determining self-care deficits and to define the roles of persons or nurse to meet the self-care demands.

Assessment

  • Diagnosis and prescription; determine why nursing is needed. Analyze and interpret by making a judgment regarding care.
  • Design of a nursing system and plan for delivery of care.
  • Production and management of nursing systems.

Step 1 – Collect Data in Six Areas

  1. The person’s health status
  2. The physician’s perspective of the person’s health status
  3. The person’s perspective of his or health health
  4. The health goals within the context of life history, lifestyle, and health status.
  5. The person’s requirements for self-care
  6. The person’s capacity to perform self-care

Nursing Diagnosis & Plans

Step 2

  • The nurse designs a system that is wholly or partly compensatory or supportive-educative.
  • The two actions are: (1) Bringing out a good organization of the components of patients’ therapeutic self-care demands. (2) Selection of combination of ways of helping that will be effective and efficient in compensating for/overcoming patient’s self-care deficits.

Implementation & Evaluation

Step 3

  • Nurse assists the patient or family in self-care matters to achieve identified and described health and health-related results. Collecting evidence in evaluating results achieved against results specified in the nursing system design.
  • Actions are directed by etiology component of nursing diagnosis.

Analysis

There is a superb focus of Orem’s work which is self-care. Even though there is a wide range of scope seen in the encompassing theory of nursing systems, Orem’s goal of letting the readers view nursing care as a way to provide assistance to people was apparent in every concept presented.

From the definition of health which is sought to be rigid, it can now be refined by making it suitable to the general view of health as a dynamic and ever-changing state.

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The role of the environment to the nurse-patient relationship, although defined by Orem was not discussed.

The role of nurses in maintaining health for the patient was set by Orem with great coherence in accordance with the life-sustaining needs of every individual.

Although Orem viewed the importance of the parents or guardian in providing for their dependents, the definition of self-care cannot be directly applied to those who need complete care or assistance with self-care activities such as the infants and the aged.

Strengths

  • A major strength of Orem’s theory is that it is applicable for nursing by the beginning practitioner as well as the advanced clinicians.
  • Orem’s theory provides a comprehensive basis for nursing practice. It has utility for professional nursing in the areas of nursing practice, nursing education and administration.
  • The terms self-care, nursing systems, and self-care deficit are easily understood by the beginning student nurse and can be explored in greater depth as the nurse gains more knowledge and experience.
  • She specifically defines when nursing is needed: Nursing is needed when the individual cannot maintain continuously that amount and quality of self-care necessary to sustain life and health, recover from disease or injury, or cope with their effects.
  • Her self-care approach is contemporary with the concepts of health promotion and health maintenance.
  • Three identifiable nursing systems were clearly delineated and are easily understood.

Limitations

  • Orem’s theory, in general, is viewed as a single whole thing while Orem defines a system as a single whole thing.
  • Orem’s theory is simple yet complex. The use of self-care in multitudes of terms, such as self-care agency, self-care demand, self-care deficit, self-care requisites, and universal self-care, can be very confusing to the reader.
  • Orem’s definition of health was confined in three static conditions which she refers to a “concrete nursing system,” which connotes rigidity.
  • Throughout her work, there is limited acknowledgement of the individual’s emotional needs.
  • Health is often viewed as dynamic and ever-changing.

Conclusion

Orem’s theory is relatively simple, but generalizable to apply to a wide variety of patients. It explains the terms self-care, nursing systems, and self-care deficit which are very essential to students who plan to start their career in nursing.

Moreover, this theory signifies that all patients want to care for themselves, and they are able to recover more quickly and holistically by performing their own self-care as much as they’re able. This theory is particularly used in rehabilitation and primary care or other settings in which patients are encouraged to be independent.

Though this theory greatly influences every patient’s independence, the definition of self-care cannot be directly applied to those who need complete care or assistance with self-care activities such as the infants and the aged.

References

  1. Orem, D. (1991). Nursing: Concepts of practice. (4th ed.). In George, J. (Ed.). Nursing theories: the base for professional nursing practice. Norwalk, Connecticut: Appleton & Lange.
  2. Orem, D. (1995). Nursing: Concepts of practice. (5th ed.). In McEwen, M. and Wills, E. (Ed.). Theoretical basis for nursing. USA: Lippincott Williams & Wilkins.
  3. Orem, D. (2001). Nursing: Concepts of practice. (6th ed.). In McEwen, M. and Wills, E. (Ed.). Theoretical basis for nursing. USA: Lippincott Williams & Wilkins.
  4. Taylor, S.G. (2006). Dorothea E. Orem: Self-care deficit theory of nursing. 
  5. Meleis Ibrahim Afaf (1997), Theoretical Nursing: Development & Progress 3rd ed. Philadelphia, Lippincott.

Further Reading

External Links

With contributions by Wayne, G., Ramirez, Q.

Last updated on
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Angelo Gonzalo, BSN, RN
Angelo Gonzalo earned his Nursing degree in the year 2010 and continued his studies at St. Paul University Manila taking up Masters of Arts in Nursing Major in Clinical Management. He worked as an intensive care nurse for more than six years. He advocates for proper training and development of new nurses, quality assurance and compassionate care. He has also been involved in community development for 10 years steering programs on good governance, health, sports, and education. Angelo aims to build a good foundation for aspiring nurses. He would like to impart the importance of understanding nursing theories that he hopes to be translated successfully to practice.

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