 Assessment
The family may choose to begin services by hiring the care manager to conduct an individualized comprehensive assessment to identify problems, eligibility for assistance and the need for services. Clients have stated “The treatment plan alone is an invaluable tool and the continued services are heaven sent”!
In the initial meeting with the elderly or disabled person and/or the caregiver, there is a discussion of the current situation focusing on the needs and concerns of the family and elderly person. Strengths, limitations and ability to function independently are discussed. This written assessment is given to the caregiver or family and can accompany the client to medical appointments and other care providers, so that the care team has a baseline of information from which to work.
Some of the areas covered in the assessment are:
- Functional analysis and review of competency in activities of daily living
- Evaluation of how the individual spends his or her day and the quality of life
- Psychological, mental, and social functioning
- Strengths and needs
- Psychosocial history
- Medical record review
- Consultation with other family members and medical practitioners as needed
- Financial resources
- An action plan with written recommendations
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