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UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical Psychology May, 2014) Webinar for the Society for Certified Senior Advisors (CSA) January, 2014

UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

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Page 1: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED

Carilyn Ellis, M.A. Clinical Psychology

(Psy.D. Clinical Psychology May, 2014)

Webinar for the Society for Certified Senior Advisors (CSA) January, 2014

Page 2: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Goals:• To understand age-related (expected) vs. non-age-related

decline (suggestive of dementia or other pathology)• To understand some of the basic assessments used in

clinical settings (e.g. Montreal Cognitive Assessment (MoCA), Mini Mental Status Exam (MMSE), Mental Status Test of Older Adults (MiniCog), Short Blessed Test, Patient Health Questionnaire (PHQ-9) etc.

• To understand the cognitive domains of these tests (what are they testing?)

• To understand what they are (screeners) and what they are not (diagnostic truth) and how to help families and older adults advocate in the medical setting.

Page 4: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Memory Loss

Smith, Robinson & Segal, 2013

Page 5: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

When do we start to wonder…?• Look for impairment in activities of daily living. Are the

person’s complaints or problems getting in the way of life?

• Mark has noticed that as he gets older, he has greater difficulty finding his glasses, so he has made it a habit to place them on the table by the front door whenever he takes them off.

• John has had increasing difficulty navigating his way around. He has been bumping into tables and having difficulty dressing himself. The eye doctor said his eyesight is fine.

Page 6: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

The D’s (that aren’t Dementia!)• Delirium

• Depression

• Damaged Brain

• Developmental Delay

• Deficient Education

Page 7: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Domains of Cognitive Functioning• Visual/spatial (often called “visuospatial”)• Executive functioning• Memory (Immediate, working, long term, recognition)• Attention• Abstraction• Orientation• Language (verbal fluency, confrontation naming)• Math/numeric ability

Page 8: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Montreal Cognitive Assessment (MoCA)

Page 9: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

MoCA continued

Page 10: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Mini Mental Status Exam (MMSE)

Page 11: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical
Page 12: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Mental Status Test of Older Adults (MiniCog)

Page 13: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Short Blessed Test

Page 14: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Short Blessed Test continued

Page 15: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Patient Health Questionnaire (PHQ-9)

Page 16: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

PHQ-9 continued

Page 17: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Why do we use these?

• They’re short• They’re easy• They’re repeatable• They do have validity as screeners (they tap into domains

that are affected by cognitive decline)

Page 18: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

The Danger• Visual/Hearing Impairments

• Improper administration

• Diagnostic Rule Outs (The 6 D’s – alternatives to dementia)

• Medication prescriptions and overuse

Page 19: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

• Currently in the United States, those 65 years of age and older make up 13 percent of the total population, but account for 30 percent of all prescriptions written. (Wegmann, 2013)

• Nearly 3 in 10 people between ages 57 to 85 use at least five prescriptions, according to the Substance Abuse and Mental Health Services Administration (SAMHSA).

A note on medication

Page 20: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

• Between 1997 and 2008, the rate of hospital admissions for conditions related to prescription medications and illicit drug use rose by 96 percent among people ages 65 and 84; for people 85 and older, admissions grew 87 percent.

• SAMHSA notes medication misuse and abuse can cause a range of harmful side effects, including drug-induced delirium.

(Join Together Staff, Partnership for a Drug Free America, 2011)

Page 21: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Assumptions and Determinations• Number 1: Dementia• Number 2: Questionable decision-making capacity

• Fundamentals of Decision-Making capacity• It is NOT global• Most hospitals are concerned only with medical decision making

capacity.• Cognitive impairment and decline do not automatically mean

impairment in medical decision-making capacity• Decision-making capacity has multiple parts

Page 22: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Medical Decision Making Capacity1) Does patient know his/her medical diagnoses? • Does patient know his/her medications, their purpose and how/when

to take them? • Does patient understand:

- Current treatment options

- Risk/benefits of current treatment?

- Risk/benefit of no treatment?

- Risk/benefit of alternative treatment?

• Is patient able to state/communicate a decision concerning his/her medical care? (Is it consistent?)

• Based upon the above response, is the patient able to make an informed decision concerning his/her medical care at this time?

2) The ability to designate a durable power of attorney for medical decisions.

Page 23: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Advocacy

Knowledge is power

Page 24: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

What you can do as a CSA:

Before

• Onset, Frequency, Intensity, Duration (OFID)

• Prescription, over the counter and holistic med review.

• Ask the doctors questions

Page 25: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

What you can do as a CSA:

After

• Find out what screeners and/or diagnostic tools have been used.

• Get a copy of screener/diagnostic results. Know your domains!

• Check for tool/appendage impairment

Page 26: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

What you can do continued• Request records and read the notes

• Make them explain any abbreviations or medical jargon in the notes • Example: 87yM with CAD, afib, MCI/AD, HTN, UI w/h/o MDD.

• Get a second opinion

Page 28: UNDERSTANDING ASSESSMENTS, DETERMINATIONS, AND DIAGNOSES - AND CHALLENGING DOCTORS WHEN NEEDED Carilyn Ellis, M.A. Clinical Psychology (Psy.D. Clinical

Moral of the Story…• Words like dementia, Parkinson’s, Impairment…all of these

induce shock. Don’t accept anything until you have definitive proof.

• Knowledge is power. All patients have rights to ALL of their records. Encourage your clients to get copies.

• Educate your clients on the basics and teach them the skill of questioning medical authority (in a respectful, collaborative way)

• It is never wrong to ask questions of the doctors and make them prove to you what they believe. (Half the time it makes them go back and re-assess).• Ask, “Is there anything else it could be?”