KONA ADULT DAY CENTER INITIAL ASSESSMENT AND CLIENT INFORMATION

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KONA ADULT DAY CENTER P.O. BOX 1360, KEALAKEKUA, HI 96750 (808) 322-7977 FAX (808) 322-0614 INITIAL ASSESSMENT AND CLIENT INFORMATION (Please help us to plan the best care possible by filling out this assessment as completely as you can-thank you!) Current Date: Assessment Status (FT or PT/Date): Person(s) providing this information: Name: Sex: (Last) (First) (M.I.) Age: Date of Birth: Marital Status: Birthplace: How long in Hawaii: Ethnic Group Primary Language: Secondary Language: Interpreter? Yes( ) No( ) Religion: Church (if applicable): LIVING SITUATION 1. Client s Living Status: Lives Alone ( ) With Spouse ( ) With children ( ) 2. Housing Arrangement: Own Home ( ) Rental Home ( ) Apartment ( ) Care Home ( ) Senior Housing ( ) Children s House ( ) Nursing Home ( ) Other ( ) 3. Is primary caregiver employed? Yes ( ) No ( ) P/T F/T 4. How long has caregiver been providing for client? Months Years 5. Please list household members: (Identify primary caregiver with *) (Names) (Relationship) 1. 2. 3. 4. 5. 6. Total number in household: 7. Home Environment: Please mark the statement that would best describes the current atmosphere in the living situation. Very little stress, household relationships generally positive and supportive Recurring periods of stress in household but member generally coping with these adequately (no additional help needed). Constant stress in household, caregiver(s) feeling overwhelmed with task of taking care of participant (more support/help needed). Other Comments:

FINANCIAL ASSESSMENT (Optional, unless requesting assistance) 1. Source(s) of income: Amount per month Social Security yes ( ) no ( ) $ S.S.I yes ( ) no ( ) $ Food Stamps yes ( ) no ( ) $ Pension/Retirement yes ( ) no ( ) $ Insurance yes ( ) no ( ) $ Other(s) HEALTH INSURANCE ( ) Medicare# ( ) Medicaid# ( ) HMSA# ( ) Kaiser# ( ) Other # LEGAL ASSESSMENT Durable Power of Attorney-Held by Legal Guardian of Person: of property Living Will (date completed) Physicians Order (DNR) (date completed) Legal Aid referral needed? Yes ( ) No ( ) for? SOCIAL SUPPORT NETWORK From whom does client receive social/personal support? (Please list below) (Relatives/Friends/Neighbors) (Name) (Phone) 1. 1. Relationship/Involvement: 2. Relationship/Involvement: 3. Relationship/Involvement: What Agencies provide services or support? (Agency) (Contact Person) (Phone) 1. 1. Relationship/Involvement/Hours per week: 2. Relationship/Involvement/Hours per week: 3. Relationship/Involvement/Hours per week:

PERSONAL HISTORY/INTERESTS Please help us get to know client by providing the following information about the individual, his/her personal history/interest and preferences. This information will be used to help KADC staff design appropriate activity and health programs for client. Participant s Father Occupation Participant s Mother Occupation Number of brothers Number of sisters What would be important or interesting to know about client s upbringing, family history, etc.? Reading/Writing Abilities: Reading? Yes( ) No( ) Writing? Yes( ) No( ) Education/Training: What did he/she do for a living? Spouse s Name: Occupation: (Children s Names) (Place of Residence) (Occupation) 1. 2. 3. 4. How is/was client involved in his/her community? Client s significant life events: How does client cope with stress/life s challenges? What are/were client s interests/hobbies/preferred pastimes? What is the family or caregiver s long-term care plan for client (i.e. how will support/care be provided and who will provide it when participant is no longer able to function in Day Care setting)?

HEALTH Primary Physician: Phone Other Physician(s) Phone Phone 1. 1. Medical Diagnosis/Chronic Conditions 1. 2. 3. Impairments: Vision (explain) Hearing (explain) Speech (explain) 2. Continence: Cueing required? Yes ( ) No ( ) Words used to cue? Supplies used: (Depends, etc.) Devices used: (outer/inner catheter, etc.) 3. Allergies: Food(s) Medication(s) 4. Current Medications: (Medication) (Dosage) (Prescribed for) a) b) c) d) e) 5. Dietary Restrictions: a) b) 6. Nutrition Problems: a) b) 7. General Health Habits: a) Smoking Yes ( ) No ( ) Packs per day: b) Drinking/other substance abuse: Yes ( ) No ( ) Explain: c) Hygiene (explain): d) Sleeping (explain): e) Bowel (explain): f) Equipment used (walker, wheelchair, cane etc.):

CURRENT BEHAVIORAL ISSUES YES NO COMMUNICATION: -Difficulty telling needs and wants -Difficulty finding words to Communicate thoughts -Verbally abusive ORIENTATION _Confuses identities or does not recognize familiar persons -Confuses or does not recognize times of day (morning, afternoon, night) -Confused about where he/she is (does not recognize familiar locations) CONCENTRATION -Difficulty with activities/tasks -Difficulty in following directions INTERESTS -Has little or no active interest In former pastimes INITIATIVE -Is unable to start activities by self MEMORY -Fails to recognize family members -Often asks same question over again -Often loses or misplaces things WANDERING -Wanders away from home SUPERVISION -Cannot safely be left alone PHYSICAL -Aggressive/Combative SOCIAL -Engages in potentially embarrassing Or socially inappropriate behavior -Denies or seems unaware that anything s wrong -Frequently appears depressed -Engages in behavior that s potentially dangerous to self/others -Does not observe ownership 1. Describe most difficult behavior(s) caregiver(s) experiencing:

2. What seems to trigger or cause the above behavior(s)? 3. How has caregiver(s) prevented behavior form occurring? What does not work? MENTAL AND EMOTIONAL STATUS SELDOM SOMETIMES OFTEN Quiet Withdrawn Sad/Depressed Nervous Worried/Anxious Confused Unmotivated/Passive Sudden Mood Changes Hostile/Angry Violent Poor Self Image Lack of Confidence Sleeping Problem Loss of Appetite Other: COMMENTS: CURRENT ABILITIES:(please mark according to key below*) (* Needs assistance to carry out: A-ALWAYS, S-SOMETIMES, N-NEVER) Activities of daily Living BATHING DRESSING GROOMING EATING TRANSFERRING WALKING STAIRCLIMBING WHEELING Instrumental Activities of daily Living SHOPPING MEAL PREP LIGHT HOUSEKEEPING FINANCIAL MANAGEMENT MOBILITY OUTSIDE TELEPHONE USE MEDICATION USE USING TOILET

TRANSPORTATION 1. 1. How is transportation to/from KADC to be provided? A.M. P.M. 2. 2. General Transportation: Drives Family Transport Other Transport Uses Bus No Transportation and needs help 3. Approximately how many minutes does it take to travel from home to KADC? SPECIAL EMERGENCY PROCEDURE 1. Has family/client been advised/received information re: KADC Advance Directives policy? Yes No 2. Does KADC have a copy of client s Living Will or DPOA for Healthcare? Yes No 3. Does KADC have a Do Not Resuscitate (DNR) Order from client s physician? Yes No Not applicable COMMENTS: ADMISSION REFERRALS NEEDED: (FOR OFFICE USE ONLY) CMCP (explain) Referral made (date) SFS (explain) Referral made (date) NHWW (explain) Referral made (date) DHS (explain) Referral made (date) CSE (explain) Referral made (date) HCEOC (explain) Referral made (date) Legal Aid (explain) Referral made (date) CIL (explain) Referral made (date) Other

DISCHARGE PLAN CLIENT NAME: ADMISSION DATE: Client and family post-discharge intentions: Home Health Care Provider(s) Long Term Care Facilities-Intake Worker Meals-On-Wheels Care Home Operator(s) Case Management Coordination Project Hospice-Social Worker Coordinated Services for Elderly Nursing Home W/out Walls Caregiver Support Grps/Assns. Department of Human Services Other: CLIENT NAME: DISCHARGED ON: REASON FOR DISCHARGE:

KONA ADULT DAY CENTER P.O. Box 1360, Kealakekua, Hawaii 96750 (808) 322-7977 Fax (808) 322-0614 CONSENT TO RELEASE INFORMATION NAME: (Last) (First) (Date of Birth) ADDRESS: (Street) (City/State) (Zip Code) I hereby authorize (Name of health or service provider) of (Address) to release to the Kona Adult Day Center the following information: Current and Historical Medical Information. Current concerns, precautions, restrictions. Copy of TB test results if administered within past year. (Signature of client or legal guardian) (Date) MD-6 DH (12/02)