Members of the American Geriatrics Society,

We request your participation in a brief online survey about your experiences working with socially isolated and vulnerable elderly patients.


Purpose:  The “AGS Position Statement: Making Medical Treatment Decisions for Unbefriended Older Adults”1 hich proposed policy and practice guidelines for patients who are “unbefriended” or at risk for becoming so.  We want to learn more about your experiences working with such patients and the strategies you have developed.

 

Information about the survey:

  • It’s completely voluntary.
  • Your answers will remain anonymous – no identifying information will be collected about your or your patients.  Your IP address will not be collected. 
  • It will take about 15 minutes to complete. 
  • The survey is being distributed to the AGS membership nationwide (approx. 5,000 members).
  • At the end of the survey, if you are interested, you may enter a drawing to win a free iPad.
  • The project has been reviewed and approved by the Research and Institutional Review Board Committees of VA Boston Healthcare System and the Ethics Committee and executive board of the American Geriatrics Society.
  • The project received funding from the Guardianship Policy Institute.

 

We are eager to gain your valuable perspective on these important issues.

 

Sincerely, 

 

Timothy Farrell, M.D., AGSF

University of Utah School of Medicine

VA Salt Lake City Geriatric Research, Education, and Clinical Center

 

Eric Widera, M.D.

University of California, San Francisco

San Francisco VAMC

 

Aanand Naik, M.D.

Baylor College of Medicine

Michael E. DeBakey VAMC

 

Jennifer Moye, Ph.D., ABPP

New England Geriatric Research Education and Clinical Center

Harvard Medical School

 

Casey Catlin, M.A.

Boston VA Research Institute, Inc.

Boston VAMC

 

1Farrell, T., Widera, E., Rosenberg, L., Rubin, C.D., Naik, A.D., Braun, U., Torke, A., Li, I., Vitale, C., Shega, J.; Ethics, Clinical Practice and Models of Care, and Public Policy Committees of the AGS.

AGS Position Statement: Making Medical Treatment Decisions for Unbefriended Older Adults. Journal of the Am Geriatr Soc. 2016 Nov 22; doi: 10.1111/jgs.14586. PMID:27874181.



We will use the following definitions from the AGS position statement.  Some find these problematic – we’ll ask you more about this later.


DEFINITIONS:


An "unbefriended older adult" is a person who: 

(a) lacks decisional capacity to provide informed consent;

(b) has not executed an advance directive;

(c) lacks a legal surrogate (e.g., is without a family / friends - isolated, estranged, bereaved - and there is not a professional acting in that role)

 

An "adult orphan" is an older adult at risk of becoming unbefriended who: 

     (a) currently retains decisional capacity;

     (b) has not executed an advance directive;

     (c) lacks a legal surrogate (e.g. is without a family / friends - isolated, estranged, bereaved - and there is not a professional acting in that role)


Therefore, both a person considered "unbefriended" and an "adult orphan" are isolated and lack advance directives.  The difference is that the term "unbefriended" is used to describe a person who currently lacks capacity, whereas an "adult orphan" retains capacity.



What is the clinical setting you work in most often?
0342e15ccfd642b89b02575d7c987074 Outpatient - home or clinic based 
0342e15ccfd642b89b02575d7c987074 Outpatient - other 
0342e15ccfd642b89b02575d7c987074 Inpatient - acute care 
0342e15ccfd642b89b02575d7c987074 Inpatient - rehab / subacute 
0342e15ccfd642b89b02575d7c987074 Inpatient - long term care 
0342e15ccfd642b89b02575d7c987074 Inpatient - other 
What is your panel size (outpatient) or average daily census (inpatient)?

If your primary work setting is INPATIENT, please answer the questions below, #3 - #12.

If your primary work setting is OUTPATIENT or LONG TERM CARE, please skip to question #13.  

If you work in both INPATIENT and OUTPATIENT or LONG TERM CARE, you may answer all questions if you wish.

 

Definition Reminder.  An "unbefriended older adult"

> No decisional capacity

> No advanced directive

> No legal surrogate (family or professional)


Before this survey, had you heard of the term "unbefriended"?

0342e15ccfd642b89b02575d7c987074 Yes 
0342e15ccfd642b89b02575d7c987074 No 
In the past year, how often have you cared for an "unbefriended" older adult?
0342e15ccfd642b89b02575d7c987074 Weekly (>1 time per week) 
0342e15ccfd642b89b02575d7c987074 Monthly (1-3 times per month) 
0342e15ccfd642b89b02575d7c987074 Quarterly (3-4 times per year) 
0342e15ccfd642b89b02575d7c987074 Annually (1 time per year) 
0342e15ccfd642b89b02575d7c987074 Never 
Have your unbefriended patients/ your team faced any of these problems?
NeverRarelySometimesFrequently
Prolonged hospital stay, past a medically necessary point
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Delay in treatment or surgery
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0342e15ccfd642b89b02575d7c987074
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Delay in appropriately transitioning the patient to hospice or end of life care
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0342e15ccfd642b89b02575d7c987074
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Unable to provide the patient something that may improve quality of life
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Delay in authorizing charges/coverage for care
0342e15ccfd642b89b02575d7c987074
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0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Loss of rehabilitation ability/potential in patient
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
We had to continue with what seemed like medically non-beneficial care
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
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I experienced personal distress because of an inability to act in my professional role
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
The patient was in physical or psychological distress
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Other: describe below
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
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If Other, please describe - also any additional comments?

Please briefly describe a recent example of a situation you encountered with an unbefriended older adult. What was challenging about working with this patient? How did you proceed?

For example:  “An adult with dementia and without known family or friends  lacked consent capacity.  Nursing home placement was recommended to facilitate rehabilitation from a hip fracture.  The nursing home would not accept the patient without a legal surrogate.  The patient remained in the inpatient setting for 68 days.  It was difficult to manage him on the inpatient setting due to his wandering and other dementia-related behaviors.”
What practices, strategies, or resources have you used to meet the needs of unbefriended older adults in your practice/ institution?

Many find the term “unbefriended” to be stigmatizing, undesirable, or not adequately descriptive. Alternatives are often wordy (e.g., “incapacitated, isolated, and unrepresented”).  Do you have suggestions for a different term to describe an older adult who lacks decisional capacity, lacks advance directives, and lacks a legal surrogate?

Below is a list of possible alternative terms for “unbefriended” (adult who lacks decisional capacity, lacks advance directives, and lacks family or friends able to serve as surrogate).

Please rank your top three choices (1-most desirable) for an alternative term.
Top ChoiceSecond ChoiceThird Choice
      1            2            3      
Unrepresented adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Incapacitated and alone
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Vulnerable isolated adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Unaccompanied adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Solitary adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Incapacitated adult without advocates
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Surrogate-less
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Proxy-less
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Proxy Vacans (Latin for "vacant proxy")
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Non Advocatus (Latin for "no advocate")
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Non Surrogatus (Latin for "no surrogate")
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Non Amicum (Latin for "no friend")
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Adultum Solum (Latin for "alone adult")
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
None of these - I prefer the term "unbefriended"
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
What is your highest professional degree?
0342e15ccfd642b89b02575d7c987074 MD/ DO 
0342e15ccfd642b89b02575d7c987074 PA  
0342e15ccfd642b89b02575d7c987074 NP 
0342e15ccfd642b89b02575d7c987074 RN 
0342e15ccfd642b89b02575d7c987074 PhD 
0342e15ccfd642b89b02575d7c987074 PharmD 
0342e15ccfd642b89b02575d7c987074 MSW 
0342e15ccfd642b89b02575d7c987074 Other 
What U.S. state do you practice in?
Optional: If you would be interested in participating in a future focus group or interview to discuss these topics in greater depth, please leave your name and contact information (email address or phone number) so we may follow up with you.

OUTPATIENT & LONG TERM CARE survey begins here



 

Definition Reminder.  An "unbefriended older adult"

> No decisional capacity

> No advanced directive

> No legal surrogate (family or professional)


Before this survey, had you heard of the term "unbefriended"?
0342e15ccfd642b89b02575d7c987074 Yes 
0342e15ccfd642b89b02575d7c987074 No 
In the past year, how often have you cared for an "unbefriended" older adult?
0342e15ccfd642b89b02575d7c987074 Weekly (>1 time per week) 
0342e15ccfd642b89b02575d7c987074 Monthly (1-3 times per month) 
0342e15ccfd642b89b02575d7c987074 Quarterly (3-4 times per year) 
0342e15ccfd642b89b02575d7c987074 Annually (1 time per year) 
0342e15ccfd642b89b02575d7c987074 Never 
Which clinical situations have brought a patient’s unbefriended status to your attention?
RarelySometimesFrequentlyN/A
Consent for medical procedure
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0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
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Concern re: medication self-management
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Concern re: safety
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Concern re: driving
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
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Elder Abuse/ Adult Protective issue
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
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Advance care planning process
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Other: please describe below
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
If other, please describe - also any additional comments?
Please briefly describe a recent example of a situation you encountered with an unbefriended older adult. What was challenging about working with this patient? How did you proceed? (Note: do not include any identifying information).
For example:  “An adult with dementia and without known family or friends lacked consent capacity.  Nursing home placement was recommended to facilitate rehabilitation from a hip fracture.  The nursing home would not accept the patient without a legal surrogate.  The patient remained in the inpatient setting for 68 days.  It was difficult to manage him on the inpatient setting due to his wandering and other dementia-related behaviors.”

What practices, strategies, or resources have you used to meet the needs of unbefriended older adults in your practice/ institution?
Many find the term “unbefriended” to be stigmatizing, undesirable, or not adequately descriptive. Alternatives are often wordy (e.g., “incapacitated, isolated, and unrepresented”). Do you have suggestions for a different term to describe an older adult who lacks decisional capacity, lacks advance directives, and lacks a legal surrogate? 
 
Below is a list of possible alternative terms for “unbefriended” to describe an older adult who lacks decisional capacity, lacks advance directives, and lacks family or friends able to serve as surrogate.

Please rank your top three choices (1-most desirable) for an alternative term.
Top ChoiceSecond ChoiceThird Choice
      1            2            3      
Unrepresented adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Incapacitated and alone
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Vulnerable isolated adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Unaccompanied adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Solitary adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Incapacitated adult without advocates
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Surrogate-less
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Proxy-less
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Proxy Vacans (Latin for “vacant proxy”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Non Advocatus (Latin for “no advocate”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Non Surrogatus (Latin for “no surrogate”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Non Amicum (Latin for “no friend”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Adultum Solum (Latin for “alone adult”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
None of these – I prefer the term “unbefriended”
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0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074

ADULT ORPHANS:


These final questions seek your input on ways to prevent “adult orphans” from becoming unbefriended. 

 
 

Definition Reminder.  An "adult orphan"

> Has decisional capacity

> No advanced directive

> No legal surrogate (family or professional)


Are there things you do to identify adult orphans in your practice / institution?
0342e15ccfd642b89b02575d7c987074 Yes 
0342e15ccfd642b89b02575d7c987074 No 
0342e15ccfd642b89b02575d7c987074 Unsure 
If you have instituted or could envision a process, please describe:
What would your practice need in order to better identify adult orphans and prevent them from becoming unbefriended? Check all that apply (if any).
77910e8580ef458bbbcbe9983d4f7aa2 Time 
77910e8580ef458bbbcbe9983d4f7aa2 Advance care planning supported by Medicare reimbursement 
77910e8580ef458bbbcbe9983d4f7aa2 Care manager 
77910e8580ef458bbbcbe9983d4f7aa2 Social worker 
77910e8580ef458bbbcbe9983d4f7aa2 Pathway to partner with community or volunteer agency 
77910e8580ef458bbbcbe9983d4f7aa2 Other 
Many find the term “adult orphan” to be stigmatizing, undesirable, or not adequately descriptive. Do you have suggestions for a different term to describe an older adult who retains decisional capacity, has not executed an advance directive, and lacks a legal surrogate?
Below is a list of possible alternative terms for “adult orphan” to describe an older adult who retains decisional capacity, has not executed an advance directive, and lacks a legal surrogate. Please rank your top three choices (1-most desirable) for an alternative term.
Top ChoiceSecond ChoiceThird Choice
      1            2            3      
Elder orphan
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Isolated vulnerable adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Lone elder
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0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Isolated adult at risk
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Adult without advocates
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Unprotected adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Companionless
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0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Solitary adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Solo adult
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Proxy Vacans (Latin for “vacant proxy”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Non Advocatus (Latin for “no advocate”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Non Surrogatus (Latin for “no surrogate”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Non Amicum (Latin for “no friend”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
Adultum Solum (Latin for “alone adult”)
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
None of these – I prefer the term “adult orphan”
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
0342e15ccfd642b89b02575d7c987074
What is your highest professional degree?
0342e15ccfd642b89b02575d7c987074 MD / DO 
0342e15ccfd642b89b02575d7c987074 NP 
0342e15ccfd642b89b02575d7c987074 PA 
0342e15ccfd642b89b02575d7c987074 RN 
0342e15ccfd642b89b02575d7c987074 PhD 
0342e15ccfd642b89b02575d7c987074 PharmD 
0342e15ccfd642b89b02575d7c987074 MSW 
0342e15ccfd642b89b02575d7c987074 Other: specify: 
What U.S. state do you practice in?
Optional: If you would be interested in participating in a future focus group or interview to discuss these topics in greater depth, please leave your name and contact information (email address or phone number) so we may follow up with you.