CASE SHEET FORMAT
HISTORY TAKING
Name:
Hospital number:
Age:
Sex:
Date of examination:
Address/contact:
Name/relationship of contact person:
Contact address/number:
Problem list Duration
Past medical history:
Medical condition Duration
Vision impaired
Hearing impaired
Cancer
OA
Thyroid
Family History:
Hypertension
Diabetes
Heart disease
Dementia
Cancer
Social Assessment:
Married: Yes No
Spouse living: Yes No
Living with:
No. of children
How often do you see them?
Who assists you?
Is it sufficient? Yes No
Native language
Type of house Independent Apartment
Stairs Present Absent
Personal History:
Do you exercise daily? Yes No
If yes, minutes/day?
What type?
Weight loss/gain (3 kg) Yes No
Smoker Yes No
Duration
Alcohol Yes No
Duration
Level of Independence (tick one of them) Independent
Dependent
Needs assistance
Caregiver fatigue Yes No
10-minute comprehensive screening
Memory 3 objects named Yes No
Depression Are you often sad/depressed? Yes No
Falls Fallen more than twice in last 1
year
Yes No
Able to walk around chair? Yes No
Urinary incontinence Lost urine/got wet in past 1 year? Yes No
Memory recall One object Two objects Three objects None
Draw the face of
clock
Vision Difficulty in Right Left
reading eye eye
Hearing Right
ear
Left
ear
6, 1, 9 test—Stand behind the patient and say 6, 1 and
9 in normal tone and in whisper
Normally
Softly
Constipation Yes No
Insomnia Yes No
Physical Functional Capacity:
Are you able to …………………………?
Run/walk fast to catch a bus Yes No
Do heavy work at home Yes No
Go shopping for groceries/clothes Yes No
Get to places out of walking distance?(drive/take a bus) Yes No
Bath using shower/bucket Yes No
Put on clothes/footwear Yes No
Basic Activities of Daily Living:
Bath Yes No Transfer Yes No
Dress Yes No Toilet Yes No
Toilet Yes No Feeding Yes No
Montreal cognitive assessment score
Geriatric depression score
Physical Examination:
Height (m)
Weight (kg)
Body mass index (BMI) (W/H
2
)
Pulse
Blood pressure (BP) (sitting/supine)
BP (standing 1 minute/3 minutes)
Anemia Yes/No
Skin Normal/abnormal
Teeth Normal/abnormal
Any other GPE abnormality
Systemic Examination:
Normal/abnormal Describe
Joints
Cervical spine
Thoracic spine
Lumbar spine
RS
CVS
P/A
Neurological examination R L
Muscle strength Upper limb
Shoulder
Elbow
Wrist
Small
muscles of
hand
Lower limb
Hip
Knee
Ankle
Tone (describe) Rigidity/hypotonia/spasticity
Balance Normal/abnormal Sensory
Cerebellar
Vestibular
Gait
Timed up and go test
(seconds)
Current Treatment Details:
………………………………………………………………………..
Polypharmacy: Yes/No
Investigations:
Investigations Date Values
Complete blood picture
Creatinine
Electrolytes, blood sugar
PSA (for males)
Urine routine
Ultrasonography (USG) abdomen and pelvis
DIAGNOSIS FORMAT
Comprehensive Geriatric Assessment Report
Acute Illness
Comorbidity
Geriatric giants
Other age-related problems
Social problems
Economic problems
Prescription modification
Examples:
Acute illness Delirium secondary to hyponatremia
Postoperative fracture neck of femur
Comorbidity Diabetes, hypertension, dyslipidemia.
Geriatric giants Delirium
Incontinence
Other age-related problems Cataract
Stress incontinence
Social problems Stress incontinence
Living alone
Feels lonely
Has no body for emergency help
Economic problems Present, not earning
Prescription modification Avoid diuretics and beta-blockers
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DISCUSSION
Comprehensive geriatric assessment (CGA) (Fig. 8.1) is a
multidimensional, multidisciplinary diagnostic, and therapeutic p
rocess conducted to determine the medical, mental, and functional
problems of older people with frailty so that a coordinated and
integrated plan for treatment and follow-up can be developed.
Factors which make assessment/treatment of elderly different are
as follows:
Individuals become more dissimilar as they grow
Abrupt decline in any system is always due to disease and not due
to normal aging
Multiple pathology
Missing symptoms (e.g. angina in an elderly patient with
osteoarthritis—may not manifest)
Masking symptoms (e.g. history of fall and fracture neck of femur
in an elderly female-masked a coexistent hemiparesis due to an
internal capsule infarct).
When an older person is identified as being at risk of frailty, whether
in an acute hospital, day hospital, community or residential care,
they should be considered for a CGA. CGA should be initiated as
soon as possible after admission to hospital by a skilled, senior
member of the multidisciplinary team, and used to identify reversible
medical problems, target rehabilitation goals, and plan all the
components of discharge and postdischarge support needs.
The CGA multidisciplinary team may include:
Medical, e.g. geriatrician, psychiatry of old age, palliative care
specialist, and general practitioner (GP)
Nursing
Medical social worker
Physiotherapy
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Occupational therapy
Speech and language therapy
Dietetics
Pharmacists
Podiatry.
Benefits of Comprehensive Geriatiric Assessment
Improves diagnostic accuracy
Optimizes medical and rehabilitation treatment
Enhances health and functional outcomes
Informs the development of individualized care plans
Assists in avoiding the potential complications of hospitalization
Facilitates effective discharge planning.
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Fig. 8.1: Components of comprehensive geriatric assessment
(CGA).
The four main dimensions covered in a CGA should include
physical, functional, psychological, and social assessment as
follows:
Four main dimensions
Physical assessment Functional assessment
Presenting complaint
Past medical history
Medication reconciliation and review
Nutritional status
Alcohol
Immunization status
Activities of daily living
Balance
Mobility
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Advanced directives
Psychological assessment Social assessment
Cognition and mood Living arrangements
Social support
Career stress
Financial circumstances
Living environment
Identifying Elderly Patients who Would Benefit from Such an
Assessment
Strongly consider if they have three or more of the “Red Flags” namely
>75 years
Needs help with activities of daily living/instrumental activities for daily living
(ADLs/IADLs) by caregiver
Lives alone
Falls
Delirium/confusion
Incontinence
>2 admissions to acute care hospital/year
“Failure to thrive”
Basic activities of daily living
Basic activities of daily livings (BADLs) are fundamental activities
such as personal cares which are basic to independent living. Loss
of basic ADLs places a heavy burden on the caregivers and is a
marker of complete dependence.
For assessing autonomy in daily activities:
Toileting, self-hygiene, bathing, grooming, dressing, feeding, and
ambulation (stairs too).
For each of the questions, enquire whether the person can
perform it independently, whether he/she needs assistance or
he/she is completely caregiver-dependent.
Instrumental activities of daily living
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Instrumental activities of daily living (IADLs) are complex tasks which
enable an older adult to live independently and safely. They are not
necessary for fundamental existence in the way that basic ADLs are
necessary, but are an indicator of functional independence.
Assessment of IADLs is useful during baseline and follow-up
assessments among older adults. Loss of IADLs may be the first
indication of deterioration in an older adult.
Complex tasks and roles you do at home
Shopping, meal planning and preparation, housekeeping, laundry,
transit, financial management, using a telephone, medication
management, and driving.
Geriatric Giants (Fig. 8.2)
Fig. 8.2: Modern geriatric giants.
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