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?
4adc1af9c43c49019bbc4405a22ab7cf Outpatient - home or clinic based 
4adc1af9c43c49019bbc4405a22ab7cf Outpatient - other 
4adc1af9c43c49019bbc4405a22ab7cf Inpatient - acute care 
4adc1af9c43c49019bbc4405a22ab7cf Inpatient - rehab / subacute 
4adc1af9c43c49019bbc4405a22ab7cf Inpatient - long term care 
4adc1af9c43c49019bbc4405a22ab7cf 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"?

4adc1af9c43c49019bbc4405a22ab7cf Yes 
4adc1af9c43c49019bbc4405a22ab7cf No 
In the past year, how often have you cared for an "unbefriended" older adult?
4adc1af9c43c49019bbc4405a22ab7cf Weekly (>1 time per week) 
4adc1af9c43c49019bbc4405a22ab7cf Monthly (1-3 times per month) 
4adc1af9c43c49019bbc4405a22ab7cf Quarterly (3-4 times per year) 
4adc1af9c43c49019bbc4405a22ab7cf Annually (1 time per year) 
4adc1af9c43c49019bbc4405a22ab7cf Never 
Have your unbefriended patients/ your team faced any of these problems?
NeverRarelySometimesFrequently
Prolonged hospital stay, past a medically necessary point
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Delay in treatment or surgery
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Delay in appropriately transitioning the patient to hospice or end of life care
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Unable to provide the patient something that may improve quality of life
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Delay in authorizing charges/coverage for care
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Loss of rehabilitation ability/potential in patient
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
We had to continue with what seemed like medically non-beneficial care
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
I experienced personal distress because of an inability to act in my professional role
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
The patient was in physical or psychological distress
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Other: describe below
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
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
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Incapacitated and alone
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Vulnerable isolated adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Unaccompanied adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Solitary adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Incapacitated adult without advocates
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Surrogate-less
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Proxy-less
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Proxy Vacans (Latin for "vacant proxy")
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Non Advocatus (Latin for "no advocate")
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Non Surrogatus (Latin for "no surrogate")
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Non Amicum (Latin for "no friend")
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Adultum Solum (Latin for "alone adult")
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
None of these - I prefer the term "unbefriended"
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
What is your highest professional degree?
4adc1af9c43c49019bbc4405a22ab7cf MD/ DO 
4adc1af9c43c49019bbc4405a22ab7cf PA  
4adc1af9c43c49019bbc4405a22ab7cf NP 
4adc1af9c43c49019bbc4405a22ab7cf RN 
4adc1af9c43c49019bbc4405a22ab7cf PhD 
4adc1af9c43c49019bbc4405a22ab7cf PharmD 
4adc1af9c43c49019bbc4405a22ab7cf MSW 
4adc1af9c43c49019bbc4405a22ab7cf 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"?
4adc1af9c43c49019bbc4405a22ab7cf Yes 
4adc1af9c43c49019bbc4405a22ab7cf No 
In the past year, how often have you cared for an "unbefriended" older adult?
4adc1af9c43c49019bbc4405a22ab7cf Weekly (>1 time per week) 
4adc1af9c43c49019bbc4405a22ab7cf Monthly (1-3 times per month) 
4adc1af9c43c49019bbc4405a22ab7cf Quarterly (3-4 times per year) 
4adc1af9c43c49019bbc4405a22ab7cf Annually (1 time per year) 
4adc1af9c43c49019bbc4405a22ab7cf Never 
Which clinical situations have brought a patient’s unbefriended status to your attention?
RarelySometimesFrequentlyN/A
Consent for medical procedure
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Concern re: medication self-management
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Concern re: safety
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Concern re: driving
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Elder Abuse/ Adult Protective issue
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Advance care planning process
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Other: please describe below
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
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
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Incapacitated and alone
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Vulnerable isolated adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Unaccompanied adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Solitary adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Incapacitated adult without advocates
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Surrogate-less
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Proxy-less
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Proxy Vacans (Latin for “vacant proxy”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Non Advocatus (Latin for “no advocate”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Non Surrogatus (Latin for “no surrogate”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Non Amicum (Latin for “no friend”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Adultum Solum (Latin for “alone adult”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
None of these – I prefer the term “unbefriended”
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf

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?
4adc1af9c43c49019bbc4405a22ab7cf Yes 
4adc1af9c43c49019bbc4405a22ab7cf No 
4adc1af9c43c49019bbc4405a22ab7cf 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).
4723148b4b60487ba5883c1ee2d192bb Time 
4723148b4b60487ba5883c1ee2d192bb Advance care planning supported by Medicare reimbursement 
4723148b4b60487ba5883c1ee2d192bb Care manager 
4723148b4b60487ba5883c1ee2d192bb Social worker 
4723148b4b60487ba5883c1ee2d192bb Pathway to partner with community or volunteer agency 
4723148b4b60487ba5883c1ee2d192bb 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
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Isolated vulnerable adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Lone elder
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Isolated adult at risk
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Adult without advocates
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Unprotected adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Companionless
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Solitary adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Solo adult
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Proxy Vacans (Latin for “vacant proxy”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Non Advocatus (Latin for “no advocate”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Non Surrogatus (Latin for “no surrogate”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Non Amicum (Latin for “no friend”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
Adultum Solum (Latin for “alone adult”)
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
None of these – I prefer the term “adult orphan”
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
4adc1af9c43c49019bbc4405a22ab7cf
What is your highest professional degree?
4adc1af9c43c49019bbc4405a22ab7cf MD / DO 
4adc1af9c43c49019bbc4405a22ab7cf NP 
4adc1af9c43c49019bbc4405a22ab7cf PA 
4adc1af9c43c49019bbc4405a22ab7cf RN 
4adc1af9c43c49019bbc4405a22ab7cf PhD 
4adc1af9c43c49019bbc4405a22ab7cf PharmD 
4adc1af9c43c49019bbc4405a22ab7cf MSW 
4adc1af9c43c49019bbc4405a22ab7cf Other: specify: 
What U.S. state do you practice in?
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