The experiences and perspectives of family surrogate decision-makers: A systematic review of qualitative studies
Open accessAbstract
OBJECTIVE: Surrogate decision-makers play an increasingly important role in the lives of older adults who have lost their ability to make decisions. Currently, there is a lack of evidence to support family surrogates in making a variety of decisions. Additionally, a greater understanding of family caregivers' experiences and perspectives toward making surrogate decisions is needed. METHODS: This study employed a qualitative systematic review and thematic synthesis of the research evidence using the methodologies of the Joanna Briggs Institute (2014) and Thomas and Harden (2008). RESULTS: Decisions were classified per three main types: intensive care treatment, end-of-life treatment, and placement. Six themes were identified concerning surrogates' experiences: struggle and reluctance, seeking reassurance, communication with healthcare professionals, family support, older adults' wishes, and negative impact. CONCLUSION: Family surrogates often lack adequate preparation and education regarding decision-making. Quality communication between surrogates and healthcare providers helps reduce the anxiety and guilt experienced when making surrogate decisions. Further research is required to elucidate these experiences with more cultural and racial nuances. PRACTICE IMPLICATIONS: This review informs healthcare providers' awareness of the challenges faced by surrogates and fosters improved surrogate decision-making experiences.
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Rooted in values of filial piety and moral accountability, caregivers often viewed treatment choices as moral duties rather than shared responsibilities, which amplified their distress and self-reproach.
“Rooted in values of filial piety and moral accountability, caregivers often viewed treatment choices as moral duties rather than shared responsibilities, which amplified their distress and self-reproach.”
From The burdens, coping strategies, and unmet needs of family caregivers of Chinese patients with lymphoma receiving commercial CAR-T-cell therapy: A qualitative study (2026) · cites this paper as [51]
In “Surrogate decision-makers assume a serious responsibility” (page not provided), the review links filial duty to guilt and regret in placement decisions, and reports that surrogates felt alone and feared blame when making decisions without family support. It does not establish that caregivers generally viewed treatment choices as moral duties rather than shared responsibilities; it also notes that collective decision-making can create family conflict. (LLM, conf=0.84)
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Methods for the thematic synthesis of qualitative research in systematic reviews
Thomas, J., & Harden, A. (2008) · BMC Medical Research Methodology · doi:10.1186/1471-2288-8-45 · Cited by 9,312 · see citing works
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Chang, Y.-P., & Schneider, J. K. (2010) · Perspectives in Psychiatric Care · doi:10.1111/j.1744-6163.2010.00246.x · Cited by 86 · see citing works
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“In addition, at least one-third of surrogates experience significant stress—typically lasting months and, in some cases, years—from helping to make treatment decisions (Wendler and Rid 2011; Su, Yuki, and Hirayama 2020).”
BackgroundWritten communication and the ICU team experience (WRITE): A pre-post intervention study.
Lee, J. J., Mathur, S., Gerhart, J., Glover, C., Ritz, E., Basapur, S., & Greenberg, J. (2024) · Intensive & Critical Care Nursing · doi:10.1016/j.iccn.2024.103753 · Cited by 4 · see citing works
ETHICS IN RADIOLOGICAL PROTECTION FOR MEDICAL DIAGNOSIS AND TREATMENT
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Kelly, B. C., Hanson, H. A., Utz, R. L., Hollingshaus, M., Meeks, H., Tay, D. L., Ellington, L., Stephens, C. E., Ornstein, K. A., & Smith, K. R. (2023) · Death Studies · doi:10.1080/07481187.2023.2255864 · Cited by 4 · see citing works
“…the spouse/partner commonly has the most intimate knowledge of ones’s EOL values and preferences and often serves as the primary caregiver or as a proxy or collaborative decision maker to ensure that health care decisions match the dying person’s preferences (Moorman et al., 2009; Su et al., 2020).”
BackgroundMartins, C., & Nunes, R. (2023) · BMC Palliative Care · doi:10.1186/s12904-023-01203-7 · Cited by 4 · see citing works
“[20] enhance the difficulties of the Health Care Proxy’s role and their lack of preparedness and emotional stress to accomplish their goals in the decision-making process, recommending the healthcare personnel’s attention and support on these subjects [20].”
BackgroundSim, K. Y. H., Foong, P., Zhao, C., Quek, M., Mehta, S., & Choo, K. T. W. (2025) · International Conference on Human Factors in Computing Systems · doi:10.1145/3772318.3791335 · Cited by 3
“Disagreements tended to include relational, emotional, and financial factors, underscoring the continuing need for human judgement in high-risk, high-subjectivity decisions.”
Li, Z., Lu, F., Wu, J., Wei, J., Wang, J., Dai, Y., Zhu, J., Xu, P., & Wang, H. (2025) · Intensive and Critical Care Nursing · doi:10.1016/j.iccn.2025.104166 · Cited by 8 · see citing works
Lahiri, A., Jha, S., Chakraborty, A., Dey, A., & Dobe, M. (2023) · International Journal of Public Health · doi:10.3389/ijph.2023.1606060 · Cited by 3 · see citing works
“The patient ’ s compliance with the caregiver was another factor enabling the caregiver to decide among healthcare options, similar to the observation by Su et al. (2020) [38].”
Baltazar, A. O., & Popejoy, L. (2022) · Journal of Hospice and Palliative Nursing · doi:10.1097/njh.0000000000000921 · Cited by 3 · see citing works
“A systematic review previously established that surrogates trust health care professionals to assist with treatment decision-making by effectively communicating timely and reliable clinical information.(21) The opposite is also true; surrogates reported less capacity for decisionmaking if they perceived they were bein…”
BackgroundDecision-Making Approaches Used to Limit Potentially Nonbeneficial Life-Prolonging Interventions
Batten, J., Goitiandía, S. W., Axelrod, J., Chernicoff, H., Nichol, A. A., Pereira, L., Blythe, J., Kruser, J., & Dzeng, E. (2026) · JAMA Network Open · doi:10.1001/jamanetworkopen.2025.60260 · Cited by 2
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“The wider literature on proxy decision-making highlights emotional challenges for relatives who are often unprepared for the role (Su et al. 2020), and the present article highlights similar challenges in the financial domain.”
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Decisions in end-of-life care: perspectives from family caregivers.
Othman, E. H., Alosta, M. R., Atiyeh, H., Khalaf, I., & Zeilani, R. (2025) · International Journal of Palliative Nursing · doi:10.12968/ijpn.2025.31.2.81 · Cited by 2
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“Surrogate decision makers need guidance and experience through multiple ACP discussions to alleviate anxiety and obtain reassurance when they are making decisions that align with the patient’s expectations [45].”
BackgroundAssociations Between Surrogates’ Decisional Regret Trajectories and Bereavement Outcomes
Wen, F., Hsieh, C., Shen, W., Hou, M., Su, P., Chou, W., Chen, J., Chang, W., & Tang, S. T. (2023) · Journal of the National Comprehensive Cancer Network · doi:10.6004/jnccn.2023.7053 · Cited by 3 · see citing works
“14 Subsequently, they may experience painful grief reactions of yearning and longing for or persistent preoccupation with thoughts and memories of the deceased, a marked sense of disbelief, dif fi - culty accepting the loss, and anger about the death of the lovedone —…”
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“51 Role conflict posed an additional and often underrecognized source of family caregiver stress.”
Joseph, J. A. (2026) · Nursing and Health Sciences · doi:10.1111/nhs.70360 · Cited by 1 · see citing works
“Early identification and support of surrogate decision-makers, including explicit recognition of their epistemic authority and the provision of decision-support resources, can reduce surrogate burden and improve decision quality (Goldfarb et al. 2017; Suen et al. 2020; Su et al. 2020).”
A descriptive qualitative study exploring family dynamics in end-of-life care.
Biney, A., Poku, C. A., Dzansi, G., Deegbe, D. A., Ohene, L., Sarfo, J., Atibila, F., Nachinab, G., Anaba, E., & Attafuah, P. A. (2025) · International Journal of Palliative Nursing · doi:10.12968/ijpn.2024.0043 · Cited by 1 · see citing works
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“Surrogate decision-makers are often dissatisfied with provider communication and may not be engaged because of lack of understanding of terminology [60].”
Kropf, M. (2025) · Clinical Ethics · doi:10.1177/14777509251332328 · Cited by 1
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Preparing Surrogates for Decision-Making: Development and Pilot Testing of PREPARE For THEIR Care
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“20 Even though there are tools aimed at assessing the pre-paredness for caring for dependent individuals, 21-24 the tools have primarily been developed in samples of people who were already performing the caregiver role, or among health professionals.”
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BackgroundThe Evolution of Palliative Medicine in Intensive Care
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“There is a need to educate society that the loss of health and well-being experience by one’s future self and one’s future family if people do not engage in thinking and planning ahead, is greater than whatever small loss to current emotional well-being that might be experienced by people engaging in advance planning…”
BackgroundSurrogate Decision-Making for Older Adults With and Without Dementia
Nicholas, L. H., Halpern, S. D., Langa, K., & Macis, M. (2026) · JAMA Network Open · doi:10.1001/jamanetworkopen.2026.37691
Surrogate Medical Decision-Making in Dementia: A Theory-Informed Integrative Review.
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Huynh, V. A., Koh, G. C. H., Lim, M. J. R., Liew, T. M., Nga, V. D. W., Yeo, T. T., Chan, N. G. C., Tan, J. N., & Sym, F. P. (2026) · Trials · doi:10.1186/s13063-026-09876-0
“When surrogates lack preparation and involvement in values conversations, they often do not fully understand the patient’s treatment values, leading to less congruent decisions and worse bereavement outcomes [13, 14].”
Surrogate Medical Choices Elevate Decision Thresholds and Tighten Gaze-Choice Coupling
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“In addition, other studies have found that families make end-of-life decisions with the aim of reducing future regret, suggesting that anxiety and guilt are important emotional components in the process (Su, Yuki, & Hirayama, 2020).”
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“These decisions can lead to conflict and distress among the decision-maker and other chosen or biological family (Chiarchiaro et al., 2015; Schenker et al., 2012; Su et al., 2020).”
Momiyama, S., Katayanagi, H., Nakabayashi, M., Fujino, T., Sakoda, N., Sato, Y., Noguchi, T., Susaka, H., Hishinuma, H., Tozawa, T., et al. (2026) · International Emergency Nursing · doi:10.1016/j.ienj.2026.101749
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“While some decisions (such as symptom relief or pain management) may be relatively uncontro-versial, others – such as whether to withhold or with-draw life-sustaining treatments – are far more ethically complex [15–18].”
Patient values and inductive risk in disorders of consciousness
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“Sur-rogates frequently report feeling guilt and regret after making decisions, irrespective of the outcome, because of feeling uncertain whether they have made the right decision (Su et al., 2020).”
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Orthopaedic Hand Patient Support Systems Have Valuable Insight to Patient Function and Pain
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“14,15 This is commonly employed in scenarios such as palliative care with cognitive impairment and caring for those who are unconscious or have intellectual disabilities.”
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“Furthermore, effective communications and support for families with loved ones in the ICU can significantly reduce the signs of depression, anxiety and post-traumatic stress disorder among family members (Kynoch et al., 2016; Su et al., 2020).”
BackgroundWhen a Surrogate Knows What to Do, but Can’t Do It
Grado, V. E., Pontarelli, M., Doherty, I., & Nortjé, N. (2026) · Canadian Journal of Bioethics · doi:10.7202/1126628ar
- Authors
- Su, Y., Yuki, M., & Hirayama, K.
- Affiliations
- Hokkaido University (JP)
- Corresponding author
- Yuki, Michiko
- Venue
- Patient Education and Counseling
- Publisher
- Elsevier BV
- Published
- 2020-06
- Volume
- 103
- Issue
- 6
- Pages
- 1070-1081
- ISSN
- 0738-3991 (ISSN-L)
- OpenAlex
- W2995669168
- Cited by
- 88
- References
- 62
- Citations by year
- 2026: 16 · 2025: 16 · 2024: 20 · 2023: 12 · 2022: 14 · 2021: 7 · 2020: 2
- FWCI
- 0.95
- Type
- journal article
- Language
- en
- Open access
- hybrid
- doi.org
- Licence
- Locations
- Patient Education and Counseling (publishedVersion, cc-by-nc-nd)
- PubMed (publishedVersion)
- Topics
- Health Sciences › Medicine › Public Health, Environmental and Occupational Health › Palliative Care and End-of-Life Issues
- Health Sciences › Medicine › Public Health, Environmental and Occupational Health › Ethics and bioethics in healthcare
- Health Sciences › Health Professions › General Health Professions › Ethics in medical practice
- Keywords
- surrogate decision-making, older adults, end-of-life care, placement decisions, family support, advance care planning
- MeSH terms
- Aged, Communication, Decision Making, Family, Humans, Advance Directives, Caregivers, Qualitative Research
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