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How is a geriatric assessment done? A Comprehensive Guide for Seniors and Families

4 min read

According to the American Academy of Family Physicians, a comprehensive geriatric assessment can identify unrecognized needs to improve older adults' well-being. This multidisciplinary process evaluates an older adult's medical, functional, and psychosocial health. But exactly how is a geriatric assessment done, and what should you and your family expect during the process?

Quick Summary

A geriatric assessment is a multidisciplinary process that systematically evaluates an older adult's physical, functional, cognitive, and psychosocial health to develop a coordinated, personalized care plan.

Key Points

  • Holistic Evaluation: Unlike a standard physical, a geriatric assessment is a holistic evaluation covering medical, functional, cognitive, psychosocial, and environmental aspects of a senior's life.

  • Multidisciplinary Team: The assessment is conducted by a team of specialists, such as a geriatrician, nurse, pharmacist, and social worker, to provide comprehensive care.

  • Assessment Domains: Key areas evaluated include functional status (ADLs/IADLs), cognitive function (memory, thinking), mental health, medication management, and fall risk.

  • Validated Tools: The team uses validated screening tools like the Mini-Cog, Katz ADL scale, and Timed Up and Go test to gather objective data efficiently.

  • Personalized Care Plan: The process culminates in a coordinated, goal-driven care plan developed with the patient and family to address specific needs and optimize well-being.

  • Ongoing Process: A geriatric assessment is not a one-time event; it is an iterative process involving implementation, monitoring, and revision of the care plan over time.

In This Article

What is a Comprehensive Geriatric Assessment?

Unlike a standard medical check-up, a Comprehensive Geriatric Assessment (CGA) is a holistic and systematic evaluation of a frail or vulnerable older person by a team of health professionals. The goal is to provide a more complete picture of an individual’s health beyond just their medical diagnoses. It emphasizes functional capacity, independence, and quality of life by considering the complex interplay between physical and mental health, social circumstances, and environmental factors. This thorough approach often uncovers underlying issues that might be missed during a traditional, problem-focused appointment.

The Multidisciplinary Team Approach

A CGA is not performed by a single doctor. Its strength lies in the collaborative effort of a multidisciplinary team. This team may include a geriatrician, nurses, social workers, pharmacists, dietitians, and physical or occupational therapists. Each professional contributes their specialized knowledge to assess different domains of the patient's health, ensuring a well-rounded and detailed evaluation. This integrated approach allows for the development of a care plan that addresses the full spectrum of the patient's needs.

Key Domains of a Geriatric Assessment

The assessment covers several core areas to build a complete profile of the individual's well-being. By evaluating these domains, the team can identify specific issues and tailor interventions accordingly.

Functional Status

This assesses an individual's ability to perform daily tasks necessary for independent living. It is often divided into two categories:

  • Activities of Daily Living (ADLs): Basic self-care tasks like bathing, dressing, eating, toileting, and walking. Tools such as the Katz ADL scale are used for evaluation.
  • Instrumental Activities of Daily Living (IADLs): More complex tasks required for living independently, such as managing finances, preparing meals, handling transportation, and taking medications. The Lawton scale is a common tool for IADL assessment.

Cognitive Health

Cognitive decline and dementia are significant concerns in older adults. The assessment includes screening for cognitive impairment using validated tools that measure memory, language, and executive function.

  • Mini-Cog: A brief, effective screening tool that combines a three-item word recall test with a clock-drawing task.
  • Montreal Cognitive Assessment (MoCA): A more in-depth test that assesses various cognitive domains.

Mental and Emotional Health

Geriatric assessments also screen for mental and emotional health concerns like depression and anxiety, which can often be overlooked or mistaken for normal signs of aging. The Geriatric Depression Scale (GDS) is a common tool used in this domain.

Physical Health and Nutrition

A comprehensive medical history and physical examination are foundational. For older adults, there is a particular focus on areas such as vision, hearing, nutrition, fall risk, urinary incontinence, and polypharmacy.

  • Nutrition: Screening for malnutrition is crucial, often involving questions about recent weight loss. The Mini Nutritional Assessment (MNA) may also be used.
  • Fall Risk: A detailed fall history and balance assessment, such as the Timed Up and Go Test, helps identify risk factors and prevent future incidents.

Medication Review

Older adults often take multiple medications for various conditions, which increases the risk of adverse drug events and drug interactions. A pharmacist on the team meticulously reviews the medication list to identify potentially inappropriate prescriptions, relying on criteria such as the American Geriatrics Society's Beers Criteria.

Social and Environmental Factors

The assessment looks beyond the patient's body and mind to consider their living situation, social support network, and financial stability. This information is vital for understanding a patient's overall well-being and their capacity to maintain independence.

Comparison: Geriatric Assessment vs. Standard Physical

Feature Comprehensive Geriatric Assessment (CGA) Standard Physical Examination
Scope Multidimensional: medical, functional, cognitive, psychosocial, and environmental Problem-focused, limited to current medical conditions and a physical exam
Team Multidisciplinary: involves a team of specialists (geriatrician, nurses, therapists, etc.) Typically performed by one physician or primary care provider
Goal Improve quality of life, optimize function, and enhance independence Diagnose and manage specific medical conditions
Focus Holistic; addresses geriatric syndromes like frailty, falls, and polypharmacy Follows standard medical history and physical exam procedures
Tools Uses specific, validated screening tools (Mini-Cog, ADL scales, etc.) Uses standard clinical tools and procedures

The Geriatric Assessment Process: Step by Step

The process unfolds in several stages, from initial data collection to ongoing monitoring.

  1. Data Gathering: Information is collected from the patient, family members, and caregivers, often through questionnaires. This provides insights into medical history, functional status, and social support.
  2. Team Discussion: The multidisciplinary team meets to discuss the gathered information. They create a consolidated problem list and set mutual, goal-driven interventions for the patient.
  3. Treatment Plan Development: Based on the problem list, the team, in consultation with the patient and family, creates a comprehensive care plan. This may include referrals, medication adjustments, therapy, or social support.
  4. Implementation: The agreed-upon care plan is put into action, with different team members addressing their respective areas of focus.
  5. Monitoring and Revision: The CGA is an iterative process, not a one-time event. The patient's progress is regularly reviewed, and the care plan is revised as needed to adapt to changing health needs and goals.

Conclusion: The Path to Optimal Senior Health

A comprehensive geriatric assessment is a powerful tool for promoting independence and improving the quality of life for older adults. By moving beyond a standard medical model, it provides a deep, holistic understanding of an individual's health and circumstances. This interdisciplinary approach ensures that every aspect of an older person's well-being is considered, leading to a more effective and personalized care strategy. For more in-depth information, the American Academy of Family Physicians offers excellent resources, including guidelines for an office-based approach to geriatric assessment. Consulting your loved one's healthcare provider to determine if a geriatric assessment is appropriate is the first step toward a healthier, more supported future. You can find more information about geriatric assessment components in the context of Medicare's Annual Wellness Visit.

Frequently Asked Questions

A geriatric assessment is a comprehensive, multidisciplinary process that evaluates an older adult's medical, functional, cognitive, and social health. In contrast, a regular doctor's visit is typically shorter and more focused on specific medical issues or routine check-ups, often missing the broader context of an older adult's needs.

A geriatric assessment is conducted by a multidisciplinary team of specialists. This team can include a geriatrician, nurses, social workers, physical and occupational therapists, and a pharmacist. The team collaborates to provide a comprehensive evaluation and create a cohesive care plan.

The duration of a geriatric assessment can vary. A full, comprehensive assessment may take 90 minutes or longer and might be spread out over several office visits, often called a 'rolling assessment'. However, rapid screening tools may be used for quicker evaluations.

Common tools for cognitive screening include the Mini-Cog test, which combines a clock-drawing task and word recall, and the Montreal Cognitive Assessment (MoCA). These tools help the team identify potential issues requiring further evaluation.

Fall risk is addressed by gathering a detailed history of falls and conducting a balance and gait assessment. A common test is the Timed Up and Go Test, which measures how long it takes a person to stand up, walk a short distance, turn, and sit back down. The assessment also considers medication use and environmental hazards that contribute to falls.

Yes, family members and caregivers are crucial participants in a geriatric assessment. They often provide valuable insights into the individual's daily life, functional abilities, and cognitive status. Their input is essential for creating an accurate and effective care plan.

After the assessment, the multidisciplinary team develops a comprehensive, personalized care plan. This plan is shared with the patient and family and includes specific interventions, referrals, and follow-up strategies. The patient’s progress is monitored regularly, and the plan is adjusted as needed.

References

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Medical Disclaimer

This content is for informational purposes only and should not replace professional medical advice. Always consult a qualified healthcare provider regarding personal health decisions.