Care of Older Adults Worksheet - HMSA 2026

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  1. Click ‘Get Form’ to open the Care of Older Adults Worksheet - HMSA in the editor.
  2. Begin by entering the patient’s name, date of birth, member ID number, and phone number in the designated fields at the top of the form.
  3. In the Pain Assessment section, indicate whether pain is present by selecting 'Yes' or 'No'. Rate the current intensity of pain on a scale from 0 to 5 and specify if it is constant or limits daily activities.
  4. Proceed to the Functional Status Assessment. Fill out ambulation status, vision, hearing, and speech conditions. Use checkboxes for each category and provide additional notes as necessary.
  5. For Medication Review, enter the date and list medications along with their details. Ensure this section is completed by a prescribing provider or clinical pharmacist.
  6. Complete the Advance Care Planning section by discussing treatment preferences and documenting any advanced directives. Make sure to note if discussions have occurred with family or caregivers.
  7. Finally, have the provider print their name, sign, and date at the bottom of the form before saving a copy for your records.

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Care for Older Adults (COA) Advance care planning. Medication review. Functional status assessment. Pain assessment.
Comprehensive geriatric assessment (CGA) is defined as a multidisciplinary diagnostic and treatment process that identifies medical, psychosocial, and functional capabilities of an older adult in order to develop a coordinated plan to maximize overall health with aging.
Medication review: CPT: 90863, 99483, 99605, 99606. CPT II: 1160F.

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Geriatric nurses provide healthcare services to the elderly, helping them maintain their quality of life. Although responsibilities vary by employment setting, these RNs may assess vital signs, administer medications, and collaborate with other healthcare professionals to implement treatment plans.
1158F Advance care planning discussion documented in the medical record. 1159F Medication list documented in medical record. 1160F Review of all medications by a prescribing practitioner or clinical pharmacist (such as, prescriptions, OTCs, herbal therapies and supplements) documented in the medical record.
1170F CPT II Functional status assessed. Any one of these codes 99483 CPT Assessment of and care planning for a patient with cognitive impairment, requiring an independent historian, in the office or other outpatient setting, home or domiciliary or rest home, with a list of specific required elements.
Comprehensive geriatric assessment (CGA) is defined as a multidisciplinary diagnostic and treatment process that identifies medical, psychosocial, and functional capabilities of an older adult in order to develop a coordinated plan to maximize overall health with aging.
The geriatric assessment aids in the diagnosis of medical conditions; development of treatment and follow-up plans; coordination of management of care; and evaluation of long-term care needs and optimal placement.

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