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Chapter_008.ppt


Chapter 8

Assessment and Documentation for Optimal Care

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  • Is more complex
  • Is more detailed
  • Takes longer to perform
  • Requires special abilities
  • Done in every setting

Assessment of Older Adults

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  • Collection of data
  • Biological, psychosocial, and functional information
  • Cultural and spiritual assessments
  • Cognitive abilities
  • Psychological well-being
  • Caregiver stress or burden
  • Patterns of health and health care
  • Review of preferences for advanced care
  • Presence of any geriatric syndromes

Assessment Components

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  • Sexual function
  • Depression
  • Alcoholism
  • Hearing loss
  • Oral health
  • Environmental safety

Problems to Address in an Assessment

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  • Listen patiently
  • Allow for pauses
  • Ask questions that are not often asked
  • Obtain data from all available sources
  • Know that not all positive findings need interventions
  • Know normal changes
  • Pace the assessment according to the patient’s stamina

Special Assessment Abilities

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  • Establish rapport
  • Data collection approaches include
  • Self-report
  • Report by proxy
  • Observation
  • Ideally should be done to gather baseline data before the older adult has a health crisis

Collecting Assessment Data

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  • Conduct the assessment at a time when the patient is at his or her best
  • Avoid biasing the response
  • Explore for more information only if needed
  • Approach sensitive information in a matter-of-fact manner
  • Record the patient’s words for accuracy

Guidelines for an Assessment of the Older Adult

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What is the best approach to take when obtaining a health history from an older adult?

Choose a private, quiet area in a comfortable room

Ask a family member to respond to some of the questions

Raise your voice if the patient does not appear to hear you

Take thorough notes during the interview, asking detailed questions as needed

Question

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  • A—When collecting a verbal health history, the nurse should use techniques that optimize communication. This includes choosing a private, quiet area in a comfortable room.

Answer

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  • Increase the likelihood of obtaining reliable, useful data
  • Can be used to monitor changes over time
  • Existing instruments can categorize physical health, mood, motor capacity, manual ability, self-care ability, instrumental abilities, and cognitive and social function

Assessment Instruments

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  • Is collected in a face-to-face approach with the patient or a review of the patient’s written history
  • Includes medical history, review of systems, medication history, nutritional history, and factors that influence the person’s quality of life, including
  • Living arrangements
  • Financial resources
  • Support

Health History

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  • Begins the moment the nurse sees the person
  • Perform a problem assessment first because of the length of time it takes to conduct an assessment
  • When the focus is a well-check assessment, the emphasis is placed on health problems in later life

Physical Assessment

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  • FANCAPES
  • Fluids: State of hydration
  • Aeration: Respiratory function
  • Nutrition: Type and amount of food consumed
  • Communication: Adequate ability to communicate his or her needs
  • Activity: Ability to meet basic needs of toileting, grooming, and meal preparation
  • Pain: Physical, psychological, or spiritual pain
  • Elimination: Difficulty with bladder or bowel elimination
  • Socialization: Ability to give and receive love and friendship

Assessing Frail and Medically Complex Patients

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  • Need to conduct an assessment of mental status, especially cognitive abilities and mood whenever there is a change in an elder’s condition or safety
  • Assess whether an increase in chronological age has resulted in an increased rate of dementing illness
  • Assess cognition and mood

Mental Status Assessment

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  • Tools for cognition assessment
  • Mini-Mental State Examination
  • Clock Drawing Test
  • The Mini-Cog
  • Global Deterioration Scale
  • Tools for mood assessment
  • Geriatric Depression Scale

Cognition and Mood Assessment

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  • Thorough functional status of the patient includes
  • Identifying areas where help is needed
  • Determining whether a change in abilities from one period to another has occurred
  • Assisting in the determination of a need
  • Determining the safety of the patient’s living situation
  • If the patient is healthy and active, record a simple statement such as, “The patient is active and independent and denies functional difficulties.”

Functional Assessment

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  • Include
  • Eating
  • Toileting
  • Ambulation
  • Bathing
  • Dressing
  • Grooming
  • Tools to assess ADLs
  • Katz Index
  • Barthel Index
  • Functional Index Measure

Activities of Daily Living (ADLs)

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  • Considered to be more complex activities necessitating higher physical and cognitive functioning than ADLs
  • Include
  • House cleaning
  • Shopping
  • Managing money
  • Tools to assess IADLs


Instrumental Activities of Daily Living (IADLs)

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  • OARS Multidimensional Functional Assessment Questionnaire (OMFAQ)
  • Fulmer SPICES (sleep disturbance, problems with eating and feeding, incontinence, confusion, evidence of falls, and skin breakdown)
  • Minimum Data Set used in skilled nursing facilities
  • OASIS used in certified home care agencies

Comprehensive Assessments

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A nurse who needs to assess a patient’s ability to perform ADLs will choose which tool for this assessment?

OASIS

Katz Index

Fulmer SPICES

Global Deterioration Scale

Question

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  • B—The Katz Index measures the ability to perform ADLs and has served as a basic framework for most of the subsequent measures.

Answer

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  • Chronicles, supports, and communicates the patient’s condition
  • Provides the data needed for the development of the individualized plan of care
  • Helps the nurse identify, monitor, and evaluate treatment or interventions
  • Provides the communication needed to ensure continuity of care
  • Determines reimbursement
  • Demonstrates the quality of care provided

Documentation

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  • Level of documentation required varies by setting and determined by state and local laws
  • Documents and communicates day to day care
  • When care is not considered “skilled” and covered by Medicare, narrative notes are reduced to “problem-oriented only” or “as needed” depending on the facility and licensing body

Skilled Nursing Facility Documentation

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  • When care is covered by Medicare, Medicaid, or another insurer, reimbursement in all settings is based on the assessment and the documentation
  • Documentation used varies by setting
  • Skilled nursing facilities—MDS and RUG
  • Skilled home care—OASIS
  • Initial reimbursement in acute care settings—DRGs

Documentation and Reimbursement

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  • Nursing responsibilities
  • Make sure that communication and documentation are of the highest quality
  • Communicate important information regarding safe patient care
  • Collect accurate data in the most efficient yet caring manner possible
  • Use tools as a way to organize assessment data and compare the data from time to time

Implications for Gerontological Nursing and Healthy Aging

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