Case Study
Dementia Care Training

The Power of Presence: A Case Study in Compassionate Dementia Leadership

Vanessa Valerio, RN, BSN, GCM, CMC
Bay Area, CA
June 10, 2025

For: Senior Living Facility

Executive Summary

June, an elderly woman in the Bay Area with a dementia diagnosis, faced escalating care challenges that led to multiple caregiver resignations. Her daughter, managing stress and protectiveness, began to question the viability of the existing support. The care team felt overburdened, and June was often described as "aggressive," "wandering," or "resistant to help."

Closer examination revealed symptoms rooted in neurological factors: visual-spatial deficits causing dropped items and misjudged edges, visual hallucinations triggering startle responses, and impaired depth perception. These were not mere behavioral issues but indicators of unmet needs that had not been fully explored.

Engagement in this case, guided by the structured case management process in Catherine M. Mullahy's The Case Manager's Handbook (6th Edition) — encompassing screening/identification, assessment, planning, implementation, monitoring/follow-up, and evaluation — shifted the focus from reactive interventions to immersive understanding. The result was a transition to presence-based care, emphasizing consistent check-ins, active listening, and adaptive adjustments to align support with the individual's unique experience.

5

Practical Steps Developed for Dementia Care

0

Caregiver Resignations Following Intervention

1

Family's Trust Fully Restored

60 min

Training Module Created from Case

How I Approached This

My approach isn't theoretical. Before I recommend anything, I immerse myself in the day-to-day reality of the environment.

In alignment with Mullahy's principles of immersive assessment, the intervention began with direct, agenda-free engagement in June's environment. This prioritized understanding her daily patterns and family perspectives over immediate documentation, revealing insights that standard intake forms overlooked.

My Immersion Reflection

Listening Before Labeling

Conversations with June's daughter started with open questions like "What has been the hardest part of this journey?" and "What do you wish caregivers understood?" This uncovered grief beneath frustration, aligning with Mullahy's emphasis on patient and family engagement to address psychosocial barriers.

Meeting the Client Without a Plan

Time spent observing June without tools or notes highlighted her rhythm — startles from hallucinations, drops due to spatial deficits, and resistance stemming from abrupt approaches. Mullahy's assessment phase stresses this holistic observation to identify true needs beyond labels.

The Saturday Phone Call Pivot

After revising the care plan to a live-in schedule for consistency, the daughter requested a pause. Listening led to a flexible daytime start with optional overnights, following June's lead — a practical application of Mullahy's monitoring and follow-up to adapt plans dynamically.

Trust Through Presence

Initial caregiver interviews did not connect, but sharing prior positive experiences and committing to immediate changes built rapport. The daughter's eventual statement of full trust reflected Mullahy's ethical focus on collaborative relationships.

Human-Centered Corrections Implemented

Based on my immersion, I developed these strategic modules to address the specific gaps and opportunities observed.

Listen Before Labeling

Begin family interactions with grief-acknowledging questions to foster understanding and reduce defensiveness (Assessment phase).

Meet the Client as a Person First

Conduct initial observations without agendas, focusing on rhythms and needs to inform accurate care mapping (Screening/Identification phase).

Redefine Fit Beyond Resumes

Screen caregivers for emotional attributes like patience and warmth, ensuring matches that tune into the client's world (Planning phase).

Invite the Family Into the Circle

Allow families to lead conferences, sharing personal histories to humanize the client and shift perceptions from "behavioral" to neurological (Implementation phase).

Build Ongoing Feedback Loops

Establish daily check-ins, client notes, and weekly family touchpoints for continuous adjustment, treating care as dynamic (Monitoring/Follow-Up and Evaluation phases).

Results & Impact

Applying Mullahy's outcome measures, the interventions stabilized the care environment. Caregiver turnover ceased, the daughter expressed restored trust, and the plan evolved successfully to consistent coverage. The case inspired a 60-minute training module, "From Frustration to Compassion: Humanizing Complex Dementia Cases," now integrated into team development.

This experience illustrates how Mullahy's framework transforms challenges into opportunities for empathetic, adaptive care, benefiting clients, families, and teams alike.

Caregiver turnover ceased completely after implementing the presence-based approach

Family trust fully restored — daughter expressed complete confidence in the care team

Care plan successfully evolved to consistent coverage aligned with the client's needs

Case inspired a 60-minute training module now integrated into team development

Team shifted from labeling behaviors as 'aggressive' to understanding them as neurological communication

Related Service

Dementia Care Training

Teepa Snow PAC-certified training that builds practical skills, emotional intelligence, and a shared care language for your team — rooted in real cases like June's.

Transforming Care, One Shift at a Time

Training isn't just about checking a box. It's about giving caregivers the confidence to handle complex emotional landscapes with grace. When staff feel empowered, residents feel safe.