Skip to main content
SpringerLink
Log in

Next Steps: Documentation and Accessing Community Healthcare Resources

  • Chapter
  • First Online:
Aging and Money

Part of the book series: Aging Medicine ((AGME))

Abstract

Documentation by healthcare professionals is critical in the clinical management of elder abuse, particularly focused on financial exploitation. This chapter discusses the importance of documentation for prevention and resolution, highlighting key qualities of effective documentation and suggestions for how to record the information. It considers the usefulness of screening tools for problem detection, assessment, and resource identification. It also includes examples of a few tools to assess financial exploitation along with the more generic elder abuse tools developed by the chapter authors and their adaptation to focus on financial exploitation. Finally, the chapter concludes by considering community resources that are likely to be useful to healthcare professionals, barriers to access, and suggestions for overcoming barriers when financial exploitation is one of the forms of abuse being investigated.

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

Log in via an institution
Chapter
USD 29.95
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
eBook
USD 89.00
Price excludes VAT (USA)
  • Available as EPUB and PDF
  • Read on any device
  • Instant download
  • Own it forever

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

Similar content being viewed by others

References

  1. Acierno R, Hernandez MA, Amstader AB, et al. Prevalence and correlates of emotional, physical, sexual, neglectful, and financial abuse in the United States. Am J Public Health. 2010;100:292–7.

    Article  PubMed Central  PubMed  Google Scholar 

  2. Federal Trade Commission. Consumer sentinel network data book for January–December 2011 [Document on the Internet]. c2012 [updated 2012 Feb; cited 2013 Feb 21]. http://ftc.gov/sentinel/reports/sentinel-annual-reports/sentinel-cy2011.pdf

  3. Hawes C, Kayser-Jones J. Abuse and neglect in nursing homes and institutions. Ann Long Term Care. 2003;11(8):17–20.

    Google Scholar 

  4. Schiamberg LB, Oehmke J, Zhang Z, et al. Physical abuse of older adults in nursing homes: a random sample survey of adults with an elderly family member in a nursing home. J Elder Abuse Negl. 2012;24:65–83.

    Article  PubMed  Google Scholar 

  5. Page C, Conner T, Prokharov A, Fang Y, Post L. The effect of care setting on elder abuse: results from a Michigan survey. J Elder Abuse Negl. 2009;21:239–52.

    Article  PubMed  Google Scholar 

  6. MetLife Mature Market Institute, National Committee for the Prevention of Elder Abuse, Virginia Tech, University of Kentucky. The MetLife study of elder financial abuse: crimes of occasion, desperation, and predation against America’s elders. New York: Metropolitan Life Insurance Company; 2011.

    Google Scholar 

  7. Gunther J. The Utah cost of financial exploitation. Salt Lake City: Utah Division of Aging and Adult Services and Bank of American Fork; 2011.

    Google Scholar 

  8. MetLife Mature Market Institute, National Committee for the Prevention of Elder Abuse, Center for Gerontology at Virginia Tech. Broken trust: elders, family, and finances. New York: Metropolitan Life Insurance Company; 2009.

    Google Scholar 

  9. Mouton CP, Rodabough RJ, Rovi SLD, et al. Prevalence and 3-year incidence of abuse among postmenopausal women. Am J Public Health. 2004;94(4):605–12.

    Article  PubMed Central  PubMed  Google Scholar 

  10. Hirsch CH, Stratton S, Loewy R. The primary care of elder mistreatment. West J Med. 1999;170:353–8.

    CAS  PubMed Central  PubMed  Google Scholar 

  11. Gibson SC, Honn Qualls S. A family systems perspective of elder financial abuse. J Am Soc Aging. 2012;36(3):26–9.

    Google Scholar 

  12. Blakely BE, Dolon R, May DD. Improving the responses of physicians to elder abuse and neglect: contributions of a model program. J Gerontol Soc Work. 1993;19(3/4):35–47.

    Google Scholar 

  13. Almogue A, Wiess A, Marcus E-L, Beloosesky Y. Attitudes and knowledge of medical and nursing staff toward elder abuse. Arch Gerontol Geriatr. 2009;51(1):86–91. doi:10.1016/j.archger.2009.08.005.

    Article  PubMed  Google Scholar 

  14. Silverman J, Hudson MF. Elder mistreatment: a guide for medical professionals. N C Med J. 2000;61(5):291–6.

    CAS  PubMed  Google Scholar 

  15. Levine JM. Elder neglect and abuse: a primer for primary care physicians. Geriatrics. 2003;58(10):37–44.

    PubMed  Google Scholar 

  16. McGreevey Jr JF. Elder abuse: the physician’s perspective. Clin Gerontol. 2005;28(1/2):83–103.

    Article  Google Scholar 

  17. Miller CA. Nursing for wellness in older adults. 6th ed. Philadelphia: Wolters Kluwer; 2012.

    Google Scholar 

  18. Anetzberger GJ. Clinical management of elder abuse: general considerations. Clin Gerontol. 2005;28(1/2):27–41.

    Article  Google Scholar 

  19. Rosenblatt DE. Documentation. In: Baumhover LA, Beall SC, editors. Abuse, neglect, and exploitation of older persons: strategies for assessment and intervention. Baltimore: Health Professions; 1996. p. 145–61.

    Google Scholar 

  20. Bloom JS, Ansell P, Bloom MN. Detecting elder abuse: a guide for physicians. Geriatrics. 1989;44(6):40–56.

    CAS  PubMed  Google Scholar 

  21. Alpert EJ. Healthcare professionals’ roles in identifying and responding to domestic violence. In: Jackson NA, editor. Encyclopedia of domestic violence. New York: Routledge; 2007. p. 355–63.

    Google Scholar 

  22. Stokowski LA. Forensic issues for nurses—elder abuse: documentation. Medscape [serial online]. c2008. [updated 2008 Aug 12; cited 2013 February 21]. Available from: Medscape.

    Google Scholar 

  23. Koin D. A forensic medical examination for improved documentation and prosecution of elder abuse. J Elder Abuse Negl. 2003;15(3/4):109–19.

    Article  Google Scholar 

  24. Aravanis SC, Adelman RD, Breckman R, et al. Diagnostic and treatment guidelines on elder abuse and neglect. Arch Fam Med. 1993;2:371–88.

    Article  CAS  PubMed  Google Scholar 

  25. Mosqueda L, Heath J, Burnight K. Recognizing physical abuse and neglect in the skilled nursing facility: the physician’s responsibilities. J Am Med Dir Assoc. 2001;2:183–6.

    Article  CAS  PubMed  Google Scholar 

  26. Fulmer TT, O’Malley TA. Inadequate care of the elderly: a healthcare perspective on abuse and neglect. New York: Springer; 1987.

    Google Scholar 

  27. Young MG. Recognizing the signs of elder abuse. Patient Care. 2000;34:56–71.

    Google Scholar 

  28. O’Brien JG. A physician’s perspective: elder abuse and neglect over 25 years. J Elder Abuse Negl. 2010;22:94–104.

    Article  PubMed  Google Scholar 

  29. Falk E, Landsverk E, Mosqueda L, et al. Geriatricians and psychologists: essential ingredients in the evaluation of elder abuse and neglect. J Elder Abuse Negl. 2010;22:281–90.

    Article  PubMed  Google Scholar 

  30. Folstein M, Folstein SE, McHugh PR. Mini-mental state: a practical method for grading the cognitive state of patients for the clinician. J Psychiatr Res. 1975;12:189–98.

    Article  CAS  PubMed  Google Scholar 

  31. Breckman RS, Aldeman RD. Strategies for helping victims of elder mistreatment. Newbury Park: Sage; 1988.

    Google Scholar 

  32. American Bar Association Commission on Law and Aging and American Psychological Association. Assessment of older adults with diminished capacity: A handbook for lawyers [Document on the Internet]. c2005 [updated 2005; cited 2013 Feb 21]. http://www.apa.org/pi/aging/resources/guides/diminished-capacity.pdf

  33. Quinn MJ, Tomita SK. Elder abuse and neglect: causes, diagnosis, and intervention strategies. 2nd ed. New York: Springer; 1997.

    Google Scholar 

  34. Karp N, Wilson R. Protecting older investors: the challenge of diminished capacity. Washington: AARP Public Policy Institute; 2011.

    Google Scholar 

  35. Miller CA, Anetzberger GJ. Elder abuse and neglect. In: Miller CA, editor. Nursing for wellness in older adults. 6th ed. Philadelphia: Wolters Kluwer; 2012. p. 162–86.

    Google Scholar 

  36. Anetzberger GJ. Elder abuse. In: Bonder BR, Bello-Haas VD, editors. Functional performance in older adults. Philadelphia: FA Davis; 2009. p. 609–32.

    Google Scholar 

  37. Quinn MJ, Tomita SK. Elder abuse and neglect: causes, diagnosis, and intervention strategies. New York: Springer; 1986.

    Google Scholar 

  38. Beach SR, Schulz R, Castle NG, Rosen J. Financial exploitation and psychological mistreatment among older adults: differences between African Americans and Non-African Americans in population-based survey. Gerontologist. 2010;50(6):744–57.

    Article  PubMed Central  PubMed  Google Scholar 

  39. Conrad KJ, Iris M, Ridings W, Langley K, Wilber KH. Self-report measure of financial exploitation of older adults. Gerontologist. 2010;50(6):758–73.

    Article  PubMed  Google Scholar 

  40. Anetzberger GJ, Ejaz FK, Bass DM, Nagpaul K. Screening tools and referral protocol for stopping abuse against older Ohioans: a guide for service providers. Cleveland: The Benjamin Rose Institute; 1999.

    Google Scholar 

  41. Bass DM, Anetzberger GJ, Ejaz FK, Nagpaul K. Screening tools and referral protocol for stopping abuse against older Ohioans: a guide for service providers. J Elder Abuse Negl. 2001;13(2):23–38.

    Article  Google Scholar 

  42. Anetzberger GJ. Elder abuse identification and referral: the importance of screening tools and referral protocols. J Elder Abuse Negl. 2001;13(2):3–22.

    Article  Google Scholar 

  43. Ejaz FK, Bass DM, Anetzberger GA, Nagpaul K. Evaluating the Ohio elder abuse and domestic violence in late life screening tools and referral protocol. J Elder Abuse Negl. 2001;13(2):39–58.

    Article  Google Scholar 

  44. Nerenberg L. Elder abuse prevention: emerging trends and promising strategies. New York: Springer; 2008.

    Google Scholar 

  45. Brandl B, Bitondo Dyer C, Heisler CJ, Marlatt Otto J, Stiegel LA, Thomas RW. Elder abuse detection and intervention: a collaborative approach. New York: Springer; 2007.

    Google Scholar 

  46. American Bar Association Commission on Law and Aging. Mandatory reporters: comparison charts of categories in Adult Protective Services laws, by state [Chart on the Internet]. c2007a [updated 2007; cited 2013 Feb 21]. http://www.americanbar.org/aba.html

  47. Financial Fraud Enforcement Task Force. Report fraud [Article on the Internet]. No date [cited 2013 Feb 21]. http://www.stopfraud.gov/report.html

  48. Otto JM. The role of adult protective services in addressing abuse. Generations. 2000;24:33–8.

    Google Scholar 

  49. National Adult Protective Services Association. Get help [Article on the Internet]. c2013 [updated 2013; cited 2013 Feb 21]. http://www.napsa-now.org/get-help/

  50. National Center on Elder Abuse. How the APS System Works [Article on the Internet]. c2011 [updated 2011 August 22; cited 2013 Feb 21]. http://www.ncea.aoa.gov/ncearoot/Main_Site/Find_Help/APS/How_APS_Works.aspx

  51. National Association of Area Agencies on Aging. Home and community based services: Adult Protective Services for older adults [Article on the Internet]. No date [cited 2013 Feb 21]. http://www.n4a.org/files/advocacy/policy-positions/adult_protective_services_0207.pdf

  52. Moskowitz S. Saving granny from the wolf: elder abuse and neglect—the legal framework. Conn Law Rev. 1998;31:77–201.

    Google Scholar 

  53. National Long-Term Care Ombudsman Resource Center. About ombudsmen [Article on the Internet]. No date [Cited 2013 Feb 21]. http://www.ltcombudsman.org/about-ombudsmen

  54. American Bar Association Commission on Law and Aging. Reporting requirements: provisions and citations in adult protective services laws, by state [Chart on the Internet]. c2007b [updated 2007; cited 2013 Feb 21]. http://www.americanbar.org/content/dam/aba/migrated/aging/docs/MandatoryReportingProvisionsChart.authcheckdam.pdf

  55. Witness Justice. How to report a crime [Article on the Internet]. c2011 [updated2011 Nov 15; cited 2013 Feb 21]. http://www.witnessjustice.org/resources/report.cfm

  56. Anetzberger GJ. The evolution of a multidisciplinary response to elder abuse. Marquette Elder’s Advisor. 2011;13(1):107–28.

    Google Scholar 

  57. Teaster PB, Nerenberg L. A national look at elder abuse multidisciplinary teams. Report for the National Committee for the Prevention of Elder Abuse Partner National Center on Elder Abuse [Document on the Internet]. c2003 [updated 2003; cited 2013 Feb 21]. http://www.ncea.aoa.gov/main_site/pdf/publication/mdt.pdf

  58. National Association of Adult Protective Services Administrators. Report on states’ Adult Protective Services responses to financial exploitation of vulnerable adults. Report to the National Center on Elder Abuse [Document on the Internet]. c2003 [updated 2003 July; cited 2013 Feb 21]. http://www.ncea.aoa.gov/main_site/pdf/publication/NAAPSA_9.pdf

  59. Aziz SJ. Los Angeles county fiduciary abuse specialist team: a model for collaboration. J Elder Abuse Negl. 2000;12(2):93–101.

    Article  Google Scholar 

  60. Elder Abuse Task Force. Ohio elder abuse interdisciplinary team (i-team) manual. [Document on the Internet]. c2004 [updated 2004; cited 2013 Feb 21]. http://oacbha.org/wp-content/uploads/2009/07/iteammanual.pdf

  61. County of Santa Clara Office of the County Counsel. Financial Abuse Specialist Team (F.A.S.T.) [Article on the Internet]. c2012 [updated 2012 Feb 27; cited 2013 Feb 21]. http://www.sccgov.org/sites/cco/special%20projects/financial%20abuse%20specialist%20team%20(f-a-s-t-)/Pages/default.aspx

  62. Gironda MW, Lefever K, Delagrammatikas L, Nerenberg L, Chen EA, Northington KR. Education and training of mandated reporters: innovative models, overcoming challenges, and lessons learned. J Elder Abuse Negl. 2010;22(3–4):340–64.

    Article  PubMed  Google Scholar 

  63. County Welfare Directors Association of California Protective Services Operations Committee. A day in the life of Adult Protective Services—II financial abuse [Document on the Internet]. c2006 [updated 2006 April; cited 2013 Feb 21]. http://www.cwda.org/downloads/publications/adult/ditl_report2.pdf

  64. Jackson SL, Hafemeister TL. Financial abuse of elderly people vs. other forms of elder abuse: assessing their dynamics, risk factors, and society’s response. Report to the National Institute of Justice [Document on the Internet]. c2010 [updated 2010 August; cited 2013 Feb 21]; p. 328–348. https://www.ncjrs.gov/pdffiles1/nij/grants/233613.pdf

  65. Jayawardena KM, Liao S. Elder abuse at end of life. J Palliat Med. 2006;9(1):127–36.

    Article  PubMed  Google Scholar 

  66. Pillemer K, Frankel S. Domestic violence against the elderly. In: Rosenberg ML, Fenley MA, editors. Violence in American: a public health approach. New York: Oxford; 1991.

    Google Scholar 

Download references

Author information

Authors and Affiliations

  1. National Committee for the Prevention of Elder Abuse, 1105 Hillrock Drive, South Euclid, OH, 44121, USA

    Georgia J. Anetzberger Ph.D., A.C.S.W.

  2. Margaret Blenkner Research Institute, Benjamin Rose Institute on Aging, 11900 Fairhill Road, Suite 300, Cleveland, OH, 44120, USA

    Farida Kassim Ejaz Ph.D., Ashley Bukach B.S. & David M. Bass Ph.D.

Authors
  1. Georgia J. Anetzberger Ph.D., A.C.S.W.
    View author publications

    You can also search for this author in PubMed Google Scholar

  2. Farida Kassim Ejaz Ph.D.
    View author publications

    You can also search for this author in PubMed Google Scholar

  3. Ashley Bukach B.S.
    View author publications

    You can also search for this author in PubMed Google Scholar

  4. David M. Bass Ph.D.
    View author publications

    You can also search for this author in PubMed Google Scholar

Corresponding author

Correspondence to Georgia J. Anetzberger Ph.D., A.C.S.W. .

Editor information

Editors and Affiliations

  1. Geriatric Medicine Fellowship Program, Center for Geriatric Medicine, Medicine Institute, Cleveland Clinic, Cleveland Clinic Lerner College of Medicine at Case Western Reserve University, Cleveland, Ohio, USA

    Ronan M. Factora

Rights and permissions

Reprints and permissions

Copyright information

© 2014 Springer Science+Business Media New York

About this chapter

Cite this chapter

Anetzberger, G.J., Ejaz, F.K., Bukach, A., Bass, D.M. (2014). Next Steps: Documentation and Accessing Community Healthcare Resources. In: Factora, R. (eds) Aging and Money. Aging Medicine. Humana Press, New York, NY. https://doi.org/10.1007/978-1-4939-1320-6_7

Download citation

  • DOI: https://doi.org/10.1007/978-1-4939-1320-6_7

  • Published:

  • Publisher Name: Humana Press, New York, NY

  • Print ISBN: 978-1-4939-1319-0

  • Online ISBN: 978-1-4939-1320-6

  • eBook Packages: MedicineMedicine (R0)

Publish with us

Policies and ethics

Search

Navigation