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?
ecdf818d37614cda94c9d321663812c3 Outpatient - home or clinic based 
ecdf818d37614cda94c9d321663812c3 Outpatient - other 
ecdf818d37614cda94c9d321663812c3 Inpatient - acute care 
ecdf818d37614cda94c9d321663812c3 Inpatient - rehab / subacute 
ecdf818d37614cda94c9d321663812c3 Inpatient - long term care 
ecdf818d37614cda94c9d321663812c3 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"?

ecdf818d37614cda94c9d321663812c3 Yes 
ecdf818d37614cda94c9d321663812c3 No 
In the past year, how often have you cared for an "unbefriended" older adult?
ecdf818d37614cda94c9d321663812c3 Weekly (>1 time per week) 
ecdf818d37614cda94c9d321663812c3 Monthly (1-3 times per month) 
ecdf818d37614cda94c9d321663812c3 Quarterly (3-4 times per year) 
ecdf818d37614cda94c9d321663812c3 Annually (1 time per year) 
ecdf818d37614cda94c9d321663812c3 Never 
Have your unbefriended patients/ your team faced any of these problems?
NeverRarelySometimesFrequently
Prolonged hospital stay, past a medically necessary point
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Delay in treatment or surgery
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Delay in appropriately transitioning the patient to hospice or end of life care
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Unable to provide the patient something that may improve quality of life
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Delay in authorizing charges/coverage for care
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Loss of rehabilitation ability/potential in patient
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
We had to continue with what seemed like medically non-beneficial care
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
I experienced personal distress because of an inability to act in my professional role
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
The patient was in physical or psychological distress
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Other: describe below
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
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
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Incapacitated and alone
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Vulnerable isolated adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Unaccompanied adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Solitary adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Incapacitated adult without advocates
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Surrogate-less
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Proxy-less
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Proxy Vacans (Latin for "vacant proxy")
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Non Advocatus (Latin for "no advocate")
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Non Surrogatus (Latin for "no surrogate")
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Non Amicum (Latin for "no friend")
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Adultum Solum (Latin for "alone adult")
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
None of these - I prefer the term "unbefriended"
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
What is your highest professional degree?
ecdf818d37614cda94c9d321663812c3 MD/ DO 
ecdf818d37614cda94c9d321663812c3 PA  
ecdf818d37614cda94c9d321663812c3 NP 
ecdf818d37614cda94c9d321663812c3 RN 
ecdf818d37614cda94c9d321663812c3 PhD 
ecdf818d37614cda94c9d321663812c3 PharmD 
ecdf818d37614cda94c9d321663812c3 MSW 
ecdf818d37614cda94c9d321663812c3 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"?
ecdf818d37614cda94c9d321663812c3 Yes 
ecdf818d37614cda94c9d321663812c3 No 
In the past year, how often have you cared for an "unbefriended" older adult?
ecdf818d37614cda94c9d321663812c3 Weekly (>1 time per week) 
ecdf818d37614cda94c9d321663812c3 Monthly (1-3 times per month) 
ecdf818d37614cda94c9d321663812c3 Quarterly (3-4 times per year) 
ecdf818d37614cda94c9d321663812c3 Annually (1 time per year) 
ecdf818d37614cda94c9d321663812c3 Never 
Which clinical situations have brought a patient’s unbefriended status to your attention?
RarelySometimesFrequentlyN/A
Consent for medical procedure
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Concern re: medication self-management
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Concern re: safety
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Concern re: driving
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Elder Abuse/ Adult Protective issue
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Advance care planning process
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Other: please describe below
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
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
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Incapacitated and alone
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Vulnerable isolated adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Unaccompanied adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Solitary adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Incapacitated adult without advocates
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Surrogate-less
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Proxy-less
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Proxy Vacans (Latin for “vacant proxy”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Non Advocatus (Latin for “no advocate”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Non Surrogatus (Latin for “no surrogate”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Non Amicum (Latin for “no friend”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Adultum Solum (Latin for “alone adult”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
None of these – I prefer the term “unbefriended”
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3

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?
ecdf818d37614cda94c9d321663812c3 Yes 
ecdf818d37614cda94c9d321663812c3 No 
ecdf818d37614cda94c9d321663812c3 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).
983baf4910214ca0858289d71baf746f Time 
983baf4910214ca0858289d71baf746f Advance care planning supported by Medicare reimbursement 
983baf4910214ca0858289d71baf746f Care manager 
983baf4910214ca0858289d71baf746f Social worker 
983baf4910214ca0858289d71baf746f Pathway to partner with community or volunteer agency 
983baf4910214ca0858289d71baf746f 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
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Isolated vulnerable adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Lone elder
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Isolated adult at risk
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Adult without advocates
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Unprotected adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Companionless
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Solitary adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Solo adult
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Proxy Vacans (Latin for “vacant proxy”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Non Advocatus (Latin for “no advocate”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Non Surrogatus (Latin for “no surrogate”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Non Amicum (Latin for “no friend”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
Adultum Solum (Latin for “alone adult”)
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
None of these – I prefer the term “adult orphan”
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
ecdf818d37614cda94c9d321663812c3
What is your highest professional degree?
ecdf818d37614cda94c9d321663812c3 MD / DO 
ecdf818d37614cda94c9d321663812c3 NP 
ecdf818d37614cda94c9d321663812c3 PA 
ecdf818d37614cda94c9d321663812c3 RN 
ecdf818d37614cda94c9d321663812c3 PhD 
ecdf818d37614cda94c9d321663812c3 PharmD 
ecdf818d37614cda94c9d321663812c3 MSW 
ecdf818d37614cda94c9d321663812c3 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.