The goal is to get to know the older adult in their own environment to conduct a comprehensive assessment to arrange the most appropriate and affordable services. Listed below are the key areas to assess:

5 Principles of a Comprehensive Assessment:

1. Medical - physical health, medication review, functional assessment a. Basic activities of daily living and physical status, nutrition, sleep habits
2. Psycho-Social - Assess cognitive and mental health a. Determine social interactions and social resources
3. Environmental
   1. Evaluation and recommendation of older adult(s) physical environment
   2. Transportation to medical appointments, shopping, etc.
4. Financial - collect documentation related to an individual’s financial resources, determine an individual’s countable resources for benefits eligibility and evaluate ability to manage finances .
5. Safety - common risk factors such as falls
   1. Determine the safety of an older adult's home, any physical barriers or stairs; bathroom access, etc.
   2. Home modifications