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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. - PowerPoint PPT Presentation


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Caregiver AssessmentsFocus on Texas1Family Caregiver Alliance and the National Center on CaregivingBay 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.Jeffery SeiderChief of StaffAccess and Intake Division

PresentersFrom the:

3Patricia BordieManagerSpecial Projects Unit

Lisa Akers-OwenManagerCommunity Services Policy and Curriculum Development

Sue FielderManagerContract Accountability and Oversight

Overview and History4Jeffery SeiderChief of StaffAccess and Intake Division

Participants will learn:5

What led Texas to identify and assess caregivers uniformly?



Legislative Budget Board (LBB) recommendations January 2009

S.B. 271 -81st Legislature, effective June2009

Informal Care in Texas: Aging Family Caregivers and Their Need for Services and Support - October 2009

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.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.Information from a uniform tool could be used to tailor services and supports to informal caregivers.Texas recognized:


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.

What does S.B. 271 direct DADS to do?9

Access and Intake Division, Office of the Assistant CommissionerCommunity Services and Program OperationsArea Agencies on AgingSpecial Projects Unit

Ad hoc workgroup members included:Community Services Regional DirectorsAAA Directors

DADS Workgroup:10

Development Timeline


Tool Development Process12Patricia BordieManagerSpecial Projects Unit

The tools developed will be used to:


Utilized to identify informal caregivers for referral purposes and to develop a profile of caregiversUtilized as a needs assessment to gather dataTwo Caregiver Tools

Implemented by 28 AAAsImplemented by 11 Community Services Regions14

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 resourcesevidence-based caregiver interventionsuniversity caregiver research studiescaregiver stress/burden assessmentscaregiver risk assessment tools Initial Development Phase: Research Review Existing Tools15

Focus on common data elements across assessmentsHighlight questions that address SB 271 report requirementsReview common caregiver identification questionsIdentify elements addressing employed caregiversReview stress/burden measurement tools

The review included: 16

Question by question review/revisionTools Revised in Weekly Implementation Workgroup meetings: September December 2009

Stakeholder groups engaged for response to final draft and initial pilot


What were the challenges?


Implemented August 2, 2010 by Community Services regional staffFunctions to identify informal caregivers for referral purposes and to develop a profile of caregiversDesigned as a survey for individuals entering the agencys intake system for long-term services and supportsCaregiver Status Questionnaire


Implemented August 9, 2010 by Area Agencies on AgingThe 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. Completed for all caregivers receiving Care Coordination through the Older Americans Act Title III-E programCaregiver Assessment Questionnaire


Community Services Implementation of the Caregiver Status Questionnaire 22Lisa Akers-OwenManagerCommunity Services Policy and Curriculum Development

Purpose of the Caregiver Status Questionnaire (CSQ):Collect data on informal caregiversProvide referral to AAAs

Ideally, the CSQ will be completed at the time of the intake contact.

The CSQ gathers data including:Caregiver demographicsCaregiver profile dataCaregiver stressCaregiver employment


Community Services Regional Intake Staff2424CSQ Process25Intake staff



CSQ Caregiver Intake Script

CSQ Caregiver Demographics27

CSQ Caregiver Profile28

CSQ Caregiver Employment29

CSQ Caregiver Stress30

CSQ AAA Referral


What were the challenges?




Area Agency on Aging Implementation of the Caregiver Assessment Questionnaire35Sue FielderManagerContract Accountability and Oversight

State Unit on Aging contracts with Area Agencies on Aging28 Area Agencies on Aging in TexasMajority with Councils of GovernmentComprehensive array of services provided directly to caregivers

State Unit on Aging and Area Agencies on Aging


37The Caregiver Assessment Questionnaire (CAQ) includes information from the CSQ, however, it also expands to assess caregiver needs on a deeper level.

CAQ Caregiver Needs Assessment


CAQ Caregiver Skills and Training Assessment


CAQ Caregiver Stress Interview


CAQ Caregiver Priority Status


What were the challenges?




Implementation Highlights44

Data Highlights45

3,925,859 individual aged 60+ in Texas475,000 consumers in statewide databaseAs of 7/22/11 1,092 Assessments enteredCommunication increased number of Assessments enteredAs of 8/18/111,334 AssessmentsenteredAs of 9/8/111,696Assessments enteredCAQPreliminary Data46

4647Caregiver Age ProfileAverage Age: 63 Average Age Range:53 to 78


Do you have concerns about receiving caregiver support?49Care recipient reluctant to accept outside helpNo one else can provide care as well as I doDo not trust service providers in the home

Out of 1,696 assessments, the top five responses were:

Takes leave frequentlyDifficulty concentratingPerforms or manages caregiver tasks at workDecreased productivityLost wages50How has your employment been affected?

Which tasks do you assist the care recipient with?


52Caregivers experience, for the first time, interest in them as a consumer.

Lessons Learned53

Next Steps54


5556You have reached the end of our presentation.

Thank you for your participation! For more information regarding updates to the caregiver tools presented today, you may contact presenters by using this format:

All of the slides, reports, materials, and an archived copy of the webinar will be available on the FCA website: (click on webinars in the middle of the home page). You can also email us:


Who provides caregiving duties?Who provides caregiving duties?

Sheet1Who provides caregiving duties?Daughter34Spouse33Significant other5Other relative6Son9Other13To resize chart data range, drag lower right corner of range.


Percentage of Caregivers That Perform Each Task

Sheet1Percentage of Caregivers That Perform Each TaskHomemaker88Health care85Emotional support83Transportation83Supervision82Managing finances76Personal care73To resize chart data range, drag lower right corner of range.