Comprehensive Functional Assessment

To understand how your loved one is managing and to enhance his or her ability to age well, we conduct a comprehensive functional assessment to evaluate the activities of daily living (bathing, dressing, toileting, transfers, self-feeding) and instrumental activities (meal preparation, financial management, grocery shopping, medication management, household management, laundry, transportation).

We prefer to conduct our assessment with you, your elder loved one and caregivers, to address any discrepancies in reporting. Our assessments also review mental health status, health status, social supports, religious affiliations, family supports and involvement and home safety. With the consent of your loved one or responsible party, we might also consult with other family members, professional caregivers, physicians and other involved persons to complete the picture.


Care Plan Development, Coordination and Supervision

The comprehensive functional assessment provides the basis for our development of a plan of aging life care options and solutions that is acceptable to all parties. We present our assessment and recommendations in a written report, and our findings are tailored to your loved one’s individual situation. We can identify appropriate resources and make all the necessary referrals, which can be time-saving and economical for stressed caregivers.

Once your elder’s care plan is approved, we can implement and coordinate all aspects of the plan or partner with you, your elder and your family to arrange for services. Because we are independent, we work with many different providers and recommend the ones that we feel are best suited for your particular situation.

In many cases, we remain involved on an on-going basis to ensure that the situation is stable and to respond quickly in case of changes. We can be of particular help if there is no family or other support system available in the local area. We are committed to on-going and timely communication with family members and service providers to ensure comprehensive and appropriate services. If you do not want on-going work, we remain available to re-enter a situation as needs change.


Intake and Referral

Our initial phone consultations are complimentary. As we discuss your situation, we may be able to offer information and referral to other services and care options. We are familiar with a broad range of services in Central Massachusetts. Through our membership and participation in the Aging Life Care™ Association, (formerly the National Association of Professional Geriatric Care Managers) and its New England chapter, we can refer you to colleagues throughout the U.S. and Canada, as appropriate.