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Caregiver Assessments

Caregiver Assessments. Focus on Texas. Family Caregiver Alliance and the National Center on Caregiving. Bay Area Resource Center: Network of 11 state-wide Caregiver Resource Centers. Social workers meet and assess caregivers in their homes and administer a respite grant.

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Caregiver Assessments

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  1. Caregiver Assessments Focus on Texas

  2. Family Caregiver Alliance and the National Center on Caregiving Bay Area Resource Center: Network of 11 state-wide Caregiver Resource Centers. Social workers meet and assess caregivers in their homes and administer a respite grant. National Center on Caregiving: Technical assistance, track research/legislation affecting family caregivers, PolicyDigest.

  3. Presenters From the: Jeffery Seider Chief of Staff Access and Intake Division Patricia Bordie Manager Special Projects Unit Lisa Akers-Owen Manager Community Services Policy and Curriculum Development Sue Fielder Manager Contract Accountability and Oversight

  4. Overview and History Jeffery Seider Chief of Staff Access and Intake Division

  5. Participants will learn:

  6. What led Texas to identify and assess caregivers uniformly?

  7. Legislative Budget Board (LBB) recommendations – January 2009 • S.B. 271 - 81st Legislature, effective June 2009 • Informal Care in Texas: Aging Family Caregivers and Their Need for Services and Support - October 2009

  8. Texas recognized: Informal caregivers, those relatives and friends who provide unpaid care to older individuals and persons with disabilities, are the backbone of the long-term care system. Information from a uniform tool could be used to tailor services and supports to informal caregivers. Identifying and meeting the needs of the estimated 2.7 million caregivers in Texas often determines whether the person needing care can remain at home or if they must enter an institutional care setting.

  9. What does S.B. 271 direct DADS to do? • raise public awareness; • implement a caregiver status form • Caregiver Status Questionnaire (CSQ) • standardize a caregiver assessment; and • Caregiver Assessment Questionnaire (CAQ) • submit a report to the governor and the LBB by December 1, 2012.

  10. DADS Workgroup: • Access and Intake Division, Office of the Assistant Commissioner • Community Services and Program Operations • Area Agencies on Aging • Special Projects Unit Ad hoc workgroup members included: • Community Services Regional Directors • AAA Directors

  11. Development Timeline

  12. Tool Development Process Patricia Bordie Manager Special Projects Unit

  13. The tools developed will be used to:

  14. Two Caregiver Tools Implemented by 11 Community Services Regions Implemented by 28 AAAs Utilized to identify informal caregivers for referral purposes and to develop a profile of caregivers Utilized as a needs assessment to gather data

  15. Initial Development Phase: Research – Review Existing Tools • Existing Texas area agencies on aging assessment tools • Existing tools from • national caregiver information clearinghouses • other state assessment resources • National Family Caregiver Support Program technical assistance resources • evidence-based caregiver interventions • university caregiver research studies • caregiver stress/burden assessments • caregiver risk assessment tools

  16. The review included: • Focus on common data elements across assessments • Highlight questions that address SB 271 report requirements • Review common caregiver identification questions • Identify elements addressing employed caregivers • Review stress/burden measurement tools

  17. Tools Revised in Weekly Implementation Workgroup meetings: September – December 2009 Stakeholder groups engaged for response to final draft and initial pilot Question by question review/revision

  18. What were the challenges?

  19. Implemented August 2, 2010 by Community Services regional staff Caregiver Status Questionnaire Designed as a survey for individuals entering the agency’s intake system for long-term services and supports Functions to identify informal caregivers for referral purposes and to develop a profile of caregivers

  20. Implemented August 9, 2010 by Area Agencies on Aging Caregiver Assessment Questionnaire Completed for all caregivers receiving Care Coordination through the Older Americans Act Title III-E program The assessment goes a step beyond the purpose of the status questionnaire by serving as a tool to identify needs and appropriate services for caregivers accessing services through AAAs.

  21. Community Services Implementation of the Caregiver Status Questionnaire Lisa Akers-Owen Manager Community Services Policy and Curriculum Development

  22. Purpose of the Caregiver Status Questionnaire (CSQ): • Collect data on informal caregivers • Provide referral to AAAs • Ideally, the CSQ will be completed at the time of the intake contact. • The CSQ gathers data including: • Caregiver demographics • Caregiver profile data • Caregiver stress • Caregiver employment

  23. Community Services Regional Intake Staff…

  24. CSQ Process Intake staff…

  25. CSQ Caregiver Intake Script

  26. CSQ Caregiver Demographics

  27. CSQ Caregiver Profile

  28. CSQ Caregiver Employment

  29. CSQ Caregiver Stress

  30. CSQ AAA Referral

  31. What were the challenges?

  32. Area Agency on Aging Implementation of the Caregiver Assessment Questionnaire Sue Fielder Manager Contract Accountability and Oversight

  33. State Unit on Aging and Area Agencies on Aging • State Unit on Aging contracts with Area Agencies on Aging • 28 Area Agencies on Aging in Texas • Majority with Councils of Government • Comprehensive array of services provided directly to caregivers

  34. The Caregiver Assessment Questionnaire (CAQ) includes information from the CSQ, however, it also expands to assess caregiver needs on a deeper level.

  35. CAQ Caregiver Needs Assessment

  36. CAQ Caregiver Skills and Training Assessment

  37. CAQ Caregiver Stress Interview

  38. CAQ Caregiver Priority Status

  39. What were the challenges?

  40. Implementation Highlights

  41. Data Highlights

  42. 3,925,859 individual aged 60+ in Texas As of 9/8/11 1,696 Assessments entered 475,000 consumers in statewide database As of 8/18/11 1,334 Assessments entered CAQ Preliminary Data Communication increased number of Assessments entered As of 7/22/11 1,092 Assessments entered

  43. Average Age: 63 Average Age Range: 53 to 78 Caregiver Age Profile

  44. Do you have concerns about receiving caregiver support? Do not trust service providers in the home No one else can provide care as well as I do Care recipient reluctant to accept outside help

  45. How has your employment been affected? • Out of 1,696 assessments, the top five responses were: • Takes leave frequently • Difficulty concentrating • Performs or manages caregiver tasks at work • Decreased productivity • Lost wages

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