Behavioral Checklist: Caregiver Assessment

This assessment was completed for a family who had moved their mother into their home recently. The family was experiencing caregiver stress and difficulty dealing with some troublesome behaviors, as well as concern over Mom’s memory issues and safety. They wanted to find resources to help and ensure they were doing the best thing for their mother. This shows an example of use of a behavioral checklist by the care manager to get input and perspective from various family members in addition to her observations of the situation. The assessment helped to get “everyone on the same page” and provided useful independent insight.

Family Attorney Request Assessment

The following assessment was completed at the request of the family member’s attorney as part of a legal battle between the family members over the options for client. The clients had resisted previous attempts by others to get information or do an assessment. The Aging Wisely care manager worked closely with the family and made visits over a few days to enable her to get the information and picture of the situation needed. During this time, the care manager was able to establish some rapport with the clients and family and thus as been able to help move things forward in a positive manner for the family. The care manager works closely with the family and attorneys involved and acts as liaison.

Assessing Widower’s Resources and Needs

This client is an 81 year old gentleman who recently lost his wife. He was living alone in his home and his children were alternating caregiving duties, but had family and work obligations they also need to fulfill. They wanted a clear picture of his needs and what resources could help. They wanted to respect his wishes to remain in his own home if that were a viable option.

Trust Officer request Assessment for Special Needs Trust

This assessment was requested by the trust officer for the client’s Special Needs Trust. The care manager begin assisting the client with some of the immediate needs during the assessment process, as some things required immediate attention (not “resolved” under presenting problems/issues). The care manager was also able to build rapport with the client and immediately begin providing emotional support and buffer the trustee from some of the anger and frustration client was feeling due to her loss of control over her life situation and money.

Related posts:

1. Sample Case Notes