Physical Assessment:

  1. Physical needs – what is their health status? Health history?
  2. Disease Management – do they have multiple chronic diseases?
  3. Medication compliance – are they taking their medication correctly?
  4. Risk of rehospitalization – can that risk be reduced by chronic disease management?
  5. Physician appointments – is there follow-up with all their doctors? Are appointments kept?
  6. Nutritional status – are they eating and drinking fluids? is the diet and fluid intake appropriate for their needs and disease process? Teeth and mouth are healthy? Appetite?
  7. Signs of abuse or neglect – could be physical or financial abuse, self neglect, emotional abuse.
  8. Pain assessment – if they have pain, is it managed?
  9. Elimination – any incontinence?
  10. Infection control – frequent urinary infections? Pneumonia? Flu?
  11. Cognitive assessment – are they confused, disorientated, memory deficits?
  12. Psychiatric assessment – are they depressed, paranoid, or aggressive? Coping skills?
  13. Vision and hearing – any deficits? Do they have hearing aids and glasses?
  14. Accidents – history of falls?
  15. Advanced Directives – do they have a living will?

Functional Assessment:

  1. Mobility assessment – how are they walking, any balance issues, weakness?
  2. Assistive devices – using a cane or walker? Are they using the device recommended?
  3. Risk of falls – are they safe alone? Do they have a way to call for help – like personal response button or pendant to call for help?
  4. Would they benefit from physical or occupational therapy?

Emotional and Social Assessment:

  1. Support system – do they have friends and social events planned? Activities at a Senior Center?
  2. Advocate – do they have a trustworthy person to advocate for them in an emergency or hospitalization? Do they have someone that they can trust to call for help?
  3. Mood – are they happy, depressed, talkative, withdrawn?
  4. Fears – what are they afraid of?
  5. Wishes – what do they want in the future? What is most important to them?

Safety Assessment:

  1. Safety – is the environment where they live safe? If living alone – are they safe?
  2. Risk for falls and injuries – such as throw rugs, poor lighting, using step stools and ladders.
  3. Bathroom – is the bathroom and shower safe? Grab bars? Shower seat? Need for supervision?
  4. Emergency – fire and personal safety – are they able to call for help? Get out of the house safely on their own? Smoke detector? Does Fire and rescue know that they have special needs?
  5. Disaster – do they have food, water, flashlights, extra medication in case of emergency.
  6. Driving – any accidents? Episodes of getting lost?
  7. Are they in the right living situation? Consider move to retirement community or Assisted Living Facility? Do they need a higher level of care, support and supervision? More socialization?
  8. Safety awareness – are they at risk for scams, telemarketers, allowing strangers access to the home?

Spiritual and Cultural Needs:

  1. Do they have a support system for spiritual needs?
  2. Are they able to get to services they want to attend?
  3. Do they have a desire for spiritual support that they are not getting?
  4. Do they need information in another language?
  5. Social support – need for a senior group that meets their cultural needs?

Assessment of Additional Care Needs:

  1. Are they adequately bathing, dressing, walking and toileting on their own?
  2. Home – is their area clean and free of clutter?
  3. Transportation – do they have access to transportation?
  4. Are they able to prepare meals, get to doctor appointments, use the telephone, shopping, manage finances, housekeeping, laundry, take their medicines correctly?
  5. Caregiver – would they benefit from having additional help in the home?
  6. Appearance – assess are they clean, hair shampooed, clean clothes?
  7. Nutrition – is there fresh food in the refrigerator? Expired food? What did they eat today?
  8. Pets – are they able to care for pets adequately?
  9. Feedback – does the family think they need additional care?
  10. Planning for long term care needs – assessment of future needs. Moving from one care setting to another. Advance Directives, end of life wishes and Do Not Resuscitate.
To learn more about our Aging Life Care™ Manager and Creative Care Connections LLC, we invite you to call us at 703-424-2040 or send an email to to schedule a free consultation.