Article Series

When To Step In: An Assessment Tool

Article submitted by Barbara Root, RN and Amanda Root, founders & co-owners of Stellar Living Assistance, a non-medical home care company. For more info, please visit www.stellarliving.net or call 1-630-322-9383.

The following is a list of questions to ask yourself and/or your loved one. How the se questions are answered will give you better insight in determining if assistance is needed. (Hint: the more YES answers, the more indication help is necessary.)

Meals and Nutrition:

Is there a loss of interest in preparing meals?

Yes No

Is there a lack of appetite or loss of interest in eating?

Yes No

Have food dates on milk or meat expired?

Yes No

Are there many packages or cans of the same things?

Yes No

Is there spoiled food in the refrigerator?

Yes No

TOTAL: _______ Yes _______No

Mail and Bills:

Is mail piled up unopened or hidden away in drawers?

Yes No

Are there more than usual magazine subscriptions coming to the home?

Yes No

Do some of the bills come from unrecognizable sources?

Yes No

Are there disconnect warnings for utilities including gas, electric and phone?

Yes No

Have any utilities actually been shut off?

Yes No

TOTAL: _______ Yes _______No

Finances and Banking:

Are there new electronic debits showing up on bank statements?

Yes No

Are there numerous solicitation mailings from different groups? (This could be a sign of frequent giving-often inappropriately.)

Yes No

Is the checkbook illegible?

Yes No

Are bank statements being left unreconciled or unbalanced?

Yes No

Are there frequent checks not being written down?

Yes No

TOTAL: _______ Yes _______No

Memory:

Are they missing doctor appointments or forgetting to make them?

Yes No

Are they making mistakes with their medicines--to much, too little or not taking?

Yes No

Are they confusing medications in original containers with those laid out on a daily basis?

Yes No

Are there repeat prescriptions from more than one doctor or pharmacy?

Yes No

Are foods left cooking on the stove?

Yes No

Have pots been burned?

Yes No

Are small appliances being left on?

Yes No

TOTAL: _______ Yes _______No

Falls and Balance:

Have there been increased occurrences of falling--with or without injury?

Yes No

Are medicines causing dizziness or loss of balance?

Yes No

Are they refusing to use a prescribed cane or walker?

Yes No

Are there loose rugs or uneven flooring areas in their home?

Yes No

TOTAL: _______ Yes _______No

Sadness and/or Depression:

Have been many peer losses recently?

Yes No

Has the sadness gone on for a long time?

Yes No

Are they having trouble sleeping or sleeping more than usual?

Yes No

Have they stopped their usual social activities outside the home?

Yes No

TOTAL: _______ Yes _______No

Driving:

Have you noticed a change in their driving capabilities?

Yes No

Have been recent accidents or problems with driving?

Yes No

Do they get lost frequently?

Yes No

Do they get angry or irritable when you bring up a discussion about driving?

Yes No

TOTAL: _______ Yes _______No

Behavior:

Is the home as neat and clean as it used to be?

Yes No

Have they stopped attending church services or beauty/barbershop appointments?

Yes No

Are they more irritable or otherwise moody, teary or sad?

Yes No

Have they stopped taking interest in their previously enjoyed hobbies?

Yes No

Are they no longer in touch with friends either by phone, letters or visits?

Yes No

TOTAL: _______ Yes _______No

Conversation:

Do they repeatedly bring up the same issues of concern? (Could be an indication of where they need help but are reluctant to ask for outright.)

Yes No

Are they having more frequent trouble with "finding the right word"?

Yes No

Are they using the wrong words?

Yes No

Do they repeatedly tell the same story, ask the same question etc?

Yes No

Have neighbors, friends or other relatives spoken to you of their observations or concerns?

Yes No

TOTAL: _______ Yes _______No

TOTAL FOR ALL SECTIONS: _______ Yes _______No

If only one or two particular sections have more Yes than No answers these particular section(s) might be the only area(s) where your loved one needs help. If the majority of the Grand Total answers are Yes, then your loved one probably needs help in multiple areas of their daily living.

Please feel free to print as many copies as you might need.

- Barbara Root, RN and Amanda Root, founders & co-owners of Stellar Living Assistance, a non-medical home care company. For more info, please visit www.stellarliving.net or call 1-630-322-9383.