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Patient Advocacy Spotlight: Healthcare Planning


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We hope you have enjoyed the information from our Aging in America conference presentation on “A Better Approach to Eldercare Planning“. An important aspect of that planning process is healthcare planning. With National Healthcare Decisions Day coming up on April 16th, it is a great time to reflect on the importance of healthcare planning and its key components.

To frame the issue, here are a few interesting facts from the National Healthcare Decisions Day website:

  • Less than 50 percent of the severely or terminally ill patients studied had an advance directive in their medical record.
  • Between 65 and 76 percent of physicians whose patients had an advance directive were not aware that it existed.
  • Having a living will was associated with lower probability of dying in a hospital for nursing home residents and people living in the community.
  • Patients and families are often not fully informed of the relevant risks and potential benefits of artificial nutrition and hydration.

Did you know? The Federal Patient Self-Determination Act requires all Medicare-participating healthcare facilities inquire about and provide information to patients about advance directives (states also mandate such requirements for various healthcare entities, such as home healthcare and senior care providers, under their regulations). Yet, as we can see from the statistics above (and our anecdotal evidence as patient advocates, working with clients and healthcare providers day in and day out), this is just a small step in the right direction. Many gaps and misunderstandings remain in this complex process of healthcare planning and decision making.

Though this is a complex topic, there are some key steps you and your family can take. Here are some tips from our advocates about both advance care planning and decision making:

  • Get the key legal documents in place. Execute advance directives such as a living will and healthcare surrogate (also known as healthcare power of attorney). A durable power of attorney, though it covers finances and other practical decisions, is also a vital part of this planning process as these types of decisions often interrelate. Make sure to keep these documents in a handy place and provide copies to loved ones who are involved in your care. Get copies on the records with your healthcare providers.
  • Talk about it. In reality, the conversations should come first. Sharing what you wish with your decision makers is vital to help them do their job should they have to act on your behalf. Talking with others can also help you work through your beliefs and priorities. This is not a single conversation, of course, but an ongoing one. The parameters and the way you feel will likely change. There are some great resources at the National Healthcare Decisions Day website (check “resources for family conversations”). Our geriatric care managers include advance care planning as one component of our comprehensive assessment, to find out the status of client’s legal documents and also offer help with these conversations. However, the patient advocacy extends over time as the client’s health changes. The advocate can not only encourage and mediate conversations, but help ensure clients and families have the information they need to think through the options and consequences.
  • As mentioned above, asking the right questions is a vital part of the decision making process. If your family has prepared as mentioned, having the right information at the time of the decisions is the next step. This means asking healthcare providers to explain risks and benefits and asking for help when you don’t feel you really understand the prognosis and realities. When you are ill (or the worried family member), it can be difficult to process the information. The medical terminology is confusing to begin with and the decisions are often made under pressure. This is one reason why hospitals have developed resources like palliative care teams and ethics committees. This is the area where most families find huge benefits to having an independent advocate by their side as well. When you are diagnosed with a chronic disease or even in the initial stages of facing a more acute condition, gathering the right information up front can help you get the right plan in place and anticipate some of the future decisions.
  • Know where to turn for resources. The National Healthcare Decisions Day website is a great place to learn more, and the web can also be a good place to research your loved one’s condition or a specific procedure or treatment. However, the web is also full of junk and can be a very scary place when you look up a condition (just try typing in some minor symptoms and see the potential diagnoses the web holds for you!). Seek out the recognized disease-specific organizations and experienced healthcare entities for legitimate information (your healthcare providers can often tell you the sources they’d trust). This also means putting together a healthcare team that is best for you…both in expertise and in personality. You need to have good partners in your care who work cooperatively (this means you too!). Your Aging Wisely care manager can help you build this medical team, as well as serve as a liaison to ensure coordinated care.
  • Take a moment to revisit your goals, prognosis and plan. Everything can be so rushed when there is a medical emergency or urgent situation. Sometimes this will just be necessary, but it is also important at some point to pause and think about things (and ask those questions). We hear from adult sons and daughters time and time again who say, “I didn’t realize Mom was having all these tests and treatments. When we talked about what was going on, she didn’t really understand why. It went against everything she wanted.” The elderly parent is often spending most of their time in a doctor’s office, undergoing treatment or tests. Sometimes, this is the reality of fighting a condition, but many times it is because no one stopped to evaluate the situation. Your medical providers generally want to do what is best for you and comply with your wishes, but in this fast-paced system this sometimes requires an “advocacy pause” to think through the plan moving forward.

Need help with patient advocacy in Florida? Our award-winning* team is here to help! Call us at 727-447-5845 or contact us online for SOLUTIONS WHEN YOU NEED THEM!


*Nationwide winner 2011, Patient Advocate Organization, Professional Patient Advocacy Institute

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Eldercare Preparation: Legal Power to Make Decisions


Aging Wisely’s Director of Communications, Shannon Martin, has recently served as an expert guest on the Boomer Nation! radio show, offering advice to caregivers of seniors. The first show focused on preparing for caregiving and aging. Shannon pointed out that one of the important things we can all do to prepare for aging (or an emergency/accident) and the possibility that someone may have to make decisions on our behalf, is to execute necessary legal documents.

Why is advance planning so important?

These documents better enable your loved ones to step in and help you at a time when you cannot speak for yourself or need help managing your affairs. You can exercise control over who you want making those decisions…and hopefully have conversations with them about your preferences. This is a gift to your loved ones, as they may face a lot of headaches and more costly options if you are not properly prepared.

What documents do I need?

In general, the documents to consider when talking about planning are the durable power of attorney (for managing financial and practical affairs), the healthcare surrogate or healthcare power of attorney (sometimes integrated with the first), and a living will (specifically covering certain end of life care). You should consult with your attorney about the necessary documents, as well as additional estate planning documents such as a will and trust that may be needed for your situation. An experienced attorney can guide you through drafting documents to best meet your needs and understanding your options.

What else should I consider in helping someone to make decisions on my behalf?

Help your loved ones by talking to them about your wishes. You may even wish to draft a letter or document with details about your wishes and feelings on such matters as end of life care. While not a legally binding document, this can provide tremendous guidance and comfort to a loved one. You may suggest that they seek out professional help, such as maintaining a relationship with your current financial advisor or seeking a care assessment from a professional geriatric care manager.

Think through the practical matters and try to determine the best way to set things up to ensure your family members can assist you when needed. Talk to your attorney about any family conflicts or concerns you have so that he/she can make suggestions and help you plan properly.

To read more about these documents and the rules governing them in the state of Florida:

Florida Power of Attorney Statute (Florida Ch. 709)

Healthcare Advance Directives (Florida Ch. 765)

Chapter 709 has been significantly ammended via Senate Bill 670 (effective October 1, 2011). You may wish to review these changes with your attorney. Though Power of Attorneys executed prior to the law will be effective if valid under the current law of the time, many of the provisions will apply to use of all Power of Attorneys. For providers who are in the position of accepting these documents, there are some very important changes to understand to ensure you are in compliance with the law.

Contact us for help, including eldercare advice, referrals to professional advisors, and care management assessements.

Listen to our Director of Communication, Shannon Martin, on Boomer Nation Radio Show discussing how to prepare for caregiving and to age wisely:

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