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?
e44a119e3ffd4161b8e6bf71e8e477ca Outpatient - home or clinic based 
e44a119e3ffd4161b8e6bf71e8e477ca Outpatient - other 
e44a119e3ffd4161b8e6bf71e8e477ca Inpatient - acute care 
e44a119e3ffd4161b8e6bf71e8e477ca Inpatient - rehab / subacute 
e44a119e3ffd4161b8e6bf71e8e477ca Inpatient - long term care 
e44a119e3ffd4161b8e6bf71e8e477ca 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"?

e44a119e3ffd4161b8e6bf71e8e477ca Yes 
e44a119e3ffd4161b8e6bf71e8e477ca No 
In the past year, how often have you cared for an "unbefriended" older adult?
e44a119e3ffd4161b8e6bf71e8e477ca Weekly (>1 time per week) 
e44a119e3ffd4161b8e6bf71e8e477ca Monthly (1-3 times per month) 
e44a119e3ffd4161b8e6bf71e8e477ca Quarterly (3-4 times per year) 
e44a119e3ffd4161b8e6bf71e8e477ca Annually (1 time per year) 
e44a119e3ffd4161b8e6bf71e8e477ca Never 
Have your unbefriended patients/ your team faced any of these problems?
NeverRarelySometimesFrequently
Prolonged hospital stay, past a medically necessary point
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Delay in treatment or surgery
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Delay in appropriately transitioning the patient to hospice or end of life care
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Unable to provide the patient something that may improve quality of life
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Delay in authorizing charges/coverage for care
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Loss of rehabilitation ability/potential in patient
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
We had to continue with what seemed like medically non-beneficial care
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
I experienced personal distress because of an inability to act in my professional role
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
The patient was in physical or psychological distress
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Other: describe below
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
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
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Incapacitated and alone
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Vulnerable isolated adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Unaccompanied adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Solitary adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Incapacitated adult without advocates
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Surrogate-less
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Proxy-less
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Proxy Vacans (Latin for "vacant proxy")
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Non Advocatus (Latin for "no advocate")
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Non Surrogatus (Latin for "no surrogate")
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Non Amicum (Latin for "no friend")
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Adultum Solum (Latin for "alone adult")
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
None of these - I prefer the term "unbefriended"
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
What is your highest professional degree?
e44a119e3ffd4161b8e6bf71e8e477ca MD/ DO 
e44a119e3ffd4161b8e6bf71e8e477ca PA  
e44a119e3ffd4161b8e6bf71e8e477ca NP 
e44a119e3ffd4161b8e6bf71e8e477ca RN 
e44a119e3ffd4161b8e6bf71e8e477ca PhD 
e44a119e3ffd4161b8e6bf71e8e477ca PharmD 
e44a119e3ffd4161b8e6bf71e8e477ca MSW 
e44a119e3ffd4161b8e6bf71e8e477ca 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"?
e44a119e3ffd4161b8e6bf71e8e477ca Yes 
e44a119e3ffd4161b8e6bf71e8e477ca No 
In the past year, how often have you cared for an "unbefriended" older adult?
e44a119e3ffd4161b8e6bf71e8e477ca Weekly (>1 time per week) 
e44a119e3ffd4161b8e6bf71e8e477ca Monthly (1-3 times per month) 
e44a119e3ffd4161b8e6bf71e8e477ca Quarterly (3-4 times per year) 
e44a119e3ffd4161b8e6bf71e8e477ca Annually (1 time per year) 
e44a119e3ffd4161b8e6bf71e8e477ca Never 
Which clinical situations have brought a patient’s unbefriended status to your attention?
RarelySometimesFrequentlyN/A
Consent for medical procedure
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Concern re: medication self-management
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e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Concern re: safety
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Concern re: driving
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Elder Abuse/ Adult Protective issue
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Advance care planning process
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Other: please describe below
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
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
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Incapacitated and alone
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Vulnerable isolated adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Unaccompanied adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Solitary adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Incapacitated adult without advocates
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Surrogate-less
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Proxy-less
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Proxy Vacans (Latin for “vacant proxy”)
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Non Advocatus (Latin for “no advocate”)
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Non Surrogatus (Latin for “no surrogate”)
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Non Amicum (Latin for “no friend”)
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Adultum Solum (Latin for “alone adult”)
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
None of these – I prefer the term “unbefriended”
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca

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?
e44a119e3ffd4161b8e6bf71e8e477ca Yes 
e44a119e3ffd4161b8e6bf71e8e477ca No 
e44a119e3ffd4161b8e6bf71e8e477ca 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).
909bfa5879b44436a15324f3d7c488f6 Time 
909bfa5879b44436a15324f3d7c488f6 Advance care planning supported by Medicare reimbursement 
909bfa5879b44436a15324f3d7c488f6 Care manager 
909bfa5879b44436a15324f3d7c488f6 Social worker 
909bfa5879b44436a15324f3d7c488f6 Pathway to partner with community or volunteer agency 
909bfa5879b44436a15324f3d7c488f6 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
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Isolated vulnerable adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Lone elder
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Isolated adult at risk
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Adult without advocates
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Unprotected adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Companionless
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Solitary adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Solo adult
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Proxy Vacans (Latin for “vacant proxy”)
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Non Advocatus (Latin for “no advocate”)
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Non Surrogatus (Latin for “no surrogate”)
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
e44a119e3ffd4161b8e6bf71e8e477ca
Non Amicum (Latin for “no friend”)
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Adultum Solum (Latin for “alone adult”)
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None of these – I prefer the term “adult orphan”
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What is your highest professional degree?
e44a119e3ffd4161b8e6bf71e8e477ca MD / DO 
e44a119e3ffd4161b8e6bf71e8e477ca NP 
e44a119e3ffd4161b8e6bf71e8e477ca PA 
e44a119e3ffd4161b8e6bf71e8e477ca RN 
e44a119e3ffd4161b8e6bf71e8e477ca PhD 
e44a119e3ffd4161b8e6bf71e8e477ca PharmD 
e44a119e3ffd4161b8e6bf71e8e477ca MSW 
e44a119e3ffd4161b8e6bf71e8e477ca Other: specify: 
What U.S. state do you practice in?
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