CGA practical
CGA practical
Structure
1.0 Objectives
1.1 Introduction
1.2 Approaching an Older Adult
1.3 Concept of Comprehensive geriatric Assessment ( CGA)
1.3.1 Definition
1.3.2 Components and settings
1.4 Physical assessment
1.4.1 History
1.4.2 Systemic examination
1.4.3 Nutritional assessment
1.4.4 Medication review
1.4.5 Ordering relevant investigations
1.5 Functional assessment
1.5.1 Screening for vision and hearing
1.5.2 Screening for Activities of Daily Living ( ADL)
1.5.3 Screening for Gait and Balance issues
1.5.4 Screening for memory and affective disorders
List the problems and determine the need for relevant referral and further follow up.
Introduction
From the theory units, you may have appreciated that older patients are heterogeneous and in
varying phases of age-related structural and functional changes in organ systems. Atypical
presentations of diseases are very common. Late presentations of diseases are also seen more
frequently. Older patients are also known to have multiple health conditions. Almost all acute
and chronic illnesses can reduce functioning. But impaired cognition, impaired special senses,
problems with gait and mobility, poor health habits, poor nutrition, poly pharmacy,
incontinence, psychosocial factors are easily overlooked as the contributors of functional
decline. Well-designed multidimensional approach helps to deal with these complex problems,
prioritizing the treatment according to the needs of the patient in a systematic manner.
The principles of assessment of a patient remain same in all age groups in the practice of
medicine and surgery. However, the techniques of assessment and interpretation of clinical
In this unit you will be learning about the history taking and symptom based clinical
examination. You will also be learning about what is Comprehensive Geriatric Assessment
from the primary care physicians’ point of view.
Approaching an older adult
The most important thing in clinical practice is to gain the confidence and trust of the older
patients. You must recognize that the older person in front of you is not merely a case or
disease, but a human being with an identity, some unique characteristics and experience of
lifetime. You as a physician need to respect these human aspects of the patient and note:
After deriving these information, you need to divide your patients (arbitrarily) into three
groups by age as well as functionality in your mind. By age older people can be young-old
(60-70 years), old - very old (70- 85 years) and .oldest-old or frail old (above 85 years). Each
grouping has different tasks, abilities and issues.. Functionally they can be completely
independent, practically dependent and completely dependent. Such an arbitrary subdivision is
essential while planning investigation and treatment of disease. For e.g., the young old group
may still be employed and more active whereas, the frail old may be completely dependent for
their daily activities, medications and also will have multiple comorbidities.
We need to recollect a few concepts of geriatric medicine as you approach an older patient:
Symptoms develop early in the course of illness, atypical presentations are very
common in the oldest age group.
As multiple diseases and disabilities are the rule rather than the exception, multiple
diagnosis is also the rule and all symptoms cannot be explained by a single diagnosis.
Symptoms will be manifested as dysfunction of the most vulnerable organ rather than
the actually diseased organ. Most of the diseases present as one or more combinations
of Geriatric giants like Falls, Incontinence, confusion or immobility.
Minor dysfunctions of many organs can lead to major disability. There will be
enormous overall improvement if those minor dysfunctions are taken care of.
Adverse consequences of diseases are also more severe in elderly.
1. How will you arbitrarily group the elderly? What is the basis of the classification?
2. Choose the wrong statement
a. Diseases present as one or more of the Geriatric syndromes.
b. The techniques of assessment and interpretation are same in young and elderly.
c. Multiple diagnosis/ disabilities based treatment plan is the rule rather than exception
in elderly patients.
d. Age related structural and functional changes are respnsible for atypical presentations
of diseases.
3. State True or False
a. Social history includes the details of care giver.
b. Oldest old will always be functionally dependent.
c. Grouping the elderly patient based on age can lead to undesirable effect of
ageism.
CGA is defined as multidisciplinary diagnostic and treatment process that identifies medical,
psycho social and functional capacities of an older adult to develop a coordinated plan to
maximize overall health with ageing.it is based on the premise that a systematic evaluation of
frail older persons by a team of health professionals may identify a variety of treatable health
problems and lead to better outcomes.
Components of CGA
Physical assessment-
General and systemic examination depending on patient’s symptoms,
Nutritional assessment,
Review of medications and screening for polypharmacy
Screening for specific geriatric syndromes
Functional Assessment – Screening for Visual and hearing impairment,
Activities of daily living
screening for gait and balance problems
screening for memory and affective disorders
other specific Geriatric symptoms- incontinence,
Social and environmental assessment
Living arrangement and home safety issues,
financial status,
possibility of elder abuse,
advance directives.
As we are learning this module from the perspective of primary care physician, the following
arrangement can be followed.
An older patient may have a long medical history, and a long list of symptoms. The clinician
should be able to pick up the relevant symptoms and direct the examination accordingly.
The patient may not be able to provide a coherent history due to sensory impairment, cognitive
impairment, illiteracy or due to misconception that the symptoms are irrelevant and may ignore
to mention them.
The clinician should review patient’s hospital files, discharge summaries, recent investigations
and prescriptions to have an insight about patient’s illness. This will also give an opportunity to
correlate the present symptoms to a systemic disease and to ignore the irrelevant ones. For
example, a past history of myocardial infarction or stroke can direct the physician to consider
atherosclerotic vascular disease as the cause of nocturnal lower limb pain of the patient,
whereas, the past history of prostatic surgery for BPH may not have any relation to patient’s
present problem of functional impairment. The Table summarises the difficulties.
Patient’s own statement about current health status compared to previous one gives good
insight about the deterioration in physical/ cognitive or functional status of the patient.
Major complaints:
Primary examination should be based on patient’s symptoms. In under graduation, you are
made familiar with the cardinal manifestation of all systemic problems. You will also be aware
that some symptoms can occur with dysfunction of more than one system. Best example is
dyspnea, which can manifest in respiratory, cardiovascular, metabolic problems.
Detailed schemas of examination of individual systems are discussed in the subsequent
chapters of this practical manual.
The cardinal symptoms of each system which should be enquired to every patient is listed in
the following Table
General examination:
As the patient comes in to the room, good observation initiates the examination. Some of the
factors which should be observed are
- The need for assistance either by attendant or by assistive device/ whether the patient uses
them correctly
- Gait of the patient
- Edema of the limbs
- The way the patient is dressed
- General mood of the patient
- The ability to see , hear and understand the conversation
While taking the vital signs, always record BP in lying down and standing positions at 1 minute
and 3 minutes. This is to find out if there is orthostatic fall of BP- a systolic fall of ≥ 20 mm of
Hg and Diastolic fall of ≥ 10 mm of Hg is significant.
The detailed systemic examination should be done based on the symptoms. The next part of the
examination is directing the clinical examination as per the comorbid conditions as reported by
the patient. You can have an idea about this by the patients past history and medication history.
For e.g., if the patient is having long standing diabetes, look for the complications like
retinopathy, nephropathy, neuropathy etc., some of this may not be evident on clinical
examination and we have to plan relevant investigation/ referral to other specialists for
diagnosing them out.
Nutritional assessment
Calculate the BMI- the body mass Index using height and weight. Use MNA scale to find out
the adequacy of nutrition- at risk/ malnourished.
Medication review
1.Take full medication history including over the counter drugs, Illicit drug use, herbal
preparation etc. Review the prescriptions used by the patient for procuring drugs.
2.Follow Brown Bag technique- which means requesting the patient to bring all the drugs they
are using and verify that there are no duplications, errors etc. find out the patients
understanding about the timing of a drug ( before food, after food, to be taken when needed
etc). This exercise also gives opportunity to find out the cost of a drug limiting its correct
usage.
3.Take the person's opinion about each drug like swallowing difficulty for big capsule or
tablets, belief about effect or side effect etc.
4.Review the drug list for Pharmacological interaction or possible side effects. Correlate with
the clinical examination.
Assess the
Examine by
List the needs/
Brown bag Revise
medicines Possible
technique
ADR
We have discussed so far the examination pattern to be followed for all elderly patients.
1.While planning CGA, the following has to be done necessarily only by physician
3. You have a physician assistant, reception clerk to help in your clinic. How will you assign the
various tasks of CGA?
The same patient should be considered for doing Comprehensive Geriatric assessment in
the following situations. This can be obtained by the history.
Indications of CGA
When reporting recent onset Geriatric syndromes- functional decline and immobility,
recurrent falls, incontinence, cognitive impairment, undue tiredness, loss of weight
They are
Functional Assessment
Functional Assessment
Vision is an essential component needed for effective functioning. As one ages, ageing changes
like cataract, macular degeneration and effect of chronic diseases like diabetes, SHT and drugs
like steroid causes visual impairment. A primary care physician should be able to effectively
screen the visual ability and to refer appropriately whenever necessary. By asking them if they
have any difficulty in seeing TV /reading books, or if they complain blurred vision / halos
around light, it has to be further investigated. The acuity of vision can be screened in clinical set
up.
The Snellen Chart is used in most facilities for testing distance vision. They are designed to be
read at 6 metres or 3 metres (usually indicated on chart) .Dr. Snellen also created a chart called
the “Tumbling E” chart, which can be used by illiterate,who don’t know the alphabet. Instead of
using different letters, the “Tumbling E” eye chart uses a capital letter E that faces in different
directions. The eye doctor asks the person being tested to use their fingers to show the direction /
tell the direction in their own language in which the “fingers” of the E are pointing.
Test each eye separately using cupped hand or patch or occlude for the
untested eye.
If the patient cannot read any of the lines, make them read from the distance of
3 meters..
If they cant read still, keep the hands at 1 meter distance and find out if they can
count fingers.
Even if this is not possible , test for perception of hand movements and if the
patient cannot do any of this, test for light perception using pen torch.
Hearing
WHISPER TEST*
Instructions
The examiner stands at arm's length (~0.6 m) behind the patient (to prevent lip reading).
The opposite auditory canal is occluded by the patient or examiner and the tragus is
rubbed in a circular motion (goal; to block hearing from that ear)
The examiner exhales and whispers a combination of numbers and letters (example 4-
K-2). Whispering at the end of exhalation is to ensure as quiet and as standardized voice
as possible.
If the patient responds correctly, hearing is considered normal and no further screening
is necessary on that ear.
If the patient responds incorrectly, then repeat using a different number-letter
combination.
If on repeated testing, the patient can answer three out of a possible six numbers-letters
correctly, the patient passes. If they cannot answer three out of six or more, the patient
fails in that ear.
Repeat the sequence in the opposite ear using different combinations of numbers and
letters. (Note: patients with memory problems may need a simplified letter/number
combination to compensate for their inability to remember)
Baseline functioning level of a person can be understood by enquiring about Activities of Daily
Living ( ADL) and Instrumental activities of daily living ( IADL). These are the activities in
which the patients are engaged on day to day basis- the former in taking care of personal hygiene
and the later in taking care of the environment in which they live along with the ability to lead an
independent livelihood. In other words the scales designed for this can identify persons who need
assistance and the level of assistance, this helps us in planning further evaluation and
investigations. Generally any acute illness will affect these and serial assessment will help us to
measure the improvement as well as to understand the areas which can be improved by active
intervention. Thus they are helpful in assessing the prognosis, monitoring the progress and in
guiding the rehabilitation. As one of the principles of Geriatrics is to restore the pre illness
functional level, these tools are valuable in achieving the goal.
There are several scales. The following two are well validated and easy to administer. They are
Katz Index of independence in ADL and Lawton’s index of independence in Instrumental
activities of Daily Living.
Let us understand the importance of these scales with the help of an example. You have a 75
year old female, a case of SHT/ DM coming for 6 monthly follow up. She is recently discharged
from hospital after having undergone hip replacement surgery for fracture hip. You know that
she was previously independent in carrying out basic activities as well as instrumental activities
of daily living. From Katz’ tool you have identified that she has become dependent on 4 out of 6
basic activities Viz, transferring, bathing, dressing and toileting, all needing the functioning of
the lower limbs. By educating her the need for physiotherapy and coordinating the same along
with suggestion for environmental modifications, she can be gradually restored to the pre illness
level of functioning in 4 to 6 weeks time. This will also motivate her to undertake the
instrumental activities as before. Suppose, if these are not progressing, the scores after a month
will give us an insight about the problems and help us in further planning. It could be operative
sight pain, malnutrition leading to poor wound healing, UTI as the result of catheterization in a
diabetic, fear of fall preventing her from cooperating with physiotherapy, demotivation by family
members, depression or unattended environment. As a family physician, she can be helped with
all these treatable problems.
Impaired gait, balance and strength of lower extremities are key factors which cause falls in
elderly.early identification of problems with gait and balance and targeted interventions prevent
fall, improves mobility and quality of life of elderly. To understand the mobility issues of an
elderly, we need to know from patient by way of diligent history the following points
Prior level of mobility- or what are the functions the patient was able to do previously .
Any inability to carry out the specific function and the time period in which it has
occurred or noticed by the patient.
Any weakness/ abnormal movement/ sensory impairment as noticed by the patient.
What does the patient need to lead a normal life.
Any prior intervention to improve the mobility.
General examination as explained above will give us an idea about patient’s gait, use of assistive
devices, sensory impairment if any. Brief neurological examination and musculo skeletal
examination will help us identify any so far undiagnosed neurological/ musculo skeletal
condition and arrange for referral.
The gait and balance assessment is useful to find the risk of fall and to plan intervention in
Those who are diagnosed to have a neurological problem e.g recent CVA, Parkinsonism
Chair Raise test- The five Times Sit to Stand Test (5x Sit-To-Stand Test) commonly
abbreviated as 5XSST.
The 5XSST scoring is based on the amount of time (to the nearest decimal in seconds) a
patient is able to transfer from a seated to a standing position and back to sitting five times.
The equipment needed- Stopwatch and standard height chair with straight back (43-45 cm,
17-18 inches high ) and without arm. The steps to be followed are
The lower the time to complete the test the better the outcome of the test. A time period of
more than 14 seconds to complete the test is considered abnormal and SPPB should be done
further.
Observations
While the patient performs the test, note postural stability, gait, stride length and sway.
The presence of slow tentative pace, loss of balance, short strides, little or no arm swing,
steadying self on walls, shuffling, difficulty in turning 180 degrees and improper use of
assistive devices will need further evaluation and intervention.
An older adult who takes ≥12 seconds to complete the TUG is at risk for falling.
Components
Gait speed- Fastest recorded time in the two timed trials of 3 meters or 4 meters walk.
This tool can be used to detect cognitive impairment quickly during both routine visits
and hospitalizations.
The Clock Drawing Test (CDT) component of the Mini-Cog allows clinicians to quickly
assess numerous cognitive domains including cognitive function, memory, language
comprehension, visual-motor skills, and executive function and provides a visible record
of both normal and impaired performance that can be tracked over time
The Mini-Cog serves as an effective test that helps to identify individuals in need of more
thorough evaluation.
1 point for each word recalled without cues, for a 3-item recall score of 1, 2, or 3.
2 points for a normal clock or 0 (zero) points for an abnormal clock drawing. A normal clock
must include all numbers (1-12), each only once, in the correct order and direction
(clockwise). There must also be two hands present, one pointing to the 11 and one pointing to
2. Hand length is not scored in the Mini-Cog algorithm.
Screening for Dementia 0/3 words recalled+ normal or abnormal clock drawing
positive
Screening for Dementia 3/3 words recall+ normal or abnormal clock drawing
Negative
Mood disorders particularly depressive disorders are common in elderly. They present with
vague symptoms. If left undetected and untreated, it can lead to considerable distress and
functional impairment. It is a public health problem as it affects the individual, family and
society. Depression should be suspected when the older person complains of vague, multiple and
unrelated complaints, sleep disturbance, recent alteration in weight or appear withdrawn. There
are several validated instruments. Let us see two out of them- one for screening and another for
confirmation.
Screening
IF the score range comes in Uncertain or in Depressed range, PHQ-9 can be administered for
confirmation. PHQ depression scale (which we call the PHQ-9) is half the length of many other
depression measures, has comparable sensitivity and specificity, and consists of the actual 9
criteria upon which the diagnosis of DSM-IV depressive disorders is based. It scores each of the
nine DSM-IV criteria as "0" (not at all) to "3" (nearly every day). It has been validated for use in
primary care. The PHQ-9 has the potential of being a dual-purpose instrument that, with the
same 9 items, can establish depressive disorder diagnosis as well as grade depressive symptom
severity.
Interpretation of score
If screening for cognitive decline/ depression is positive, as a primary care physician, you can
look for some treatable conditions like malnutrition, anemia, thyroid disorders, sexually
transmitted diseases ( HIV, Syphilis) and initiate treatment if necessary. You can do a basic
imaging like CT scan of brain in case there is clinical suspicion of any trauma, or if there are
any focal neurological deficits.
The other roles of a primary care physicians are counseling/ educating the attenders, controlling
of co morbid conditions and providing continuing support and periodic review of the patient.
This includes palliative and end of life care also toward the end.
Urinary Incontinence
• In the last year have you lost your urine and gotten wet? If the answer is
YES then the patient is asked,
3 IQ questionnaire
1. During the last three months, have you leaked urine (even a small amount)?
2. During the last three months, did you leak urine (check all that apply):
When you were performing some physical activity, such as coughing, sneezing, lifting, or
exercise?
When you had the urge or feeling that you needed to empty your bladder, but you could
not get to the toilet fast enough?
Without physical activity and without a sense of urgency?
3. During the last three months, did you leak urine most often (check only one):
When you are performing some physical activities, such as coughing, sneezing, lifting, or
exercise?
When you had the urge or feeling that you needed to empty your bladder, but you could
not get to the toilet fast enough?
Without physical activity or a sense of urgency?
About equally as often with physical activities as with a sense of urgency?
. Without physical activity or sense of Other cause only or other cause predominant
urgency
About equally with physical activity and Mixed
sense of urgency
Further work up
Ask for pain, dysuria and hematuria- these symptoms need urgent attention.
Any associated neurological symptoms, genito urinary surgical conditions ( e.g Prolapse,
Prostatic enlargement), mass abdomen etc needs referral for further evaluation.
For patients with acute incontinence, biochemical investigations and specialist referral may be
essential.
It can be assessed by casual conversation with the elder about his/her friends, family, neighbours
and care givers. This assessment is very important in whom we have identified problems with
ADL. Even in healthy adults we should discuss the possibility of being cared for when needed,
so that a voluntary or paid care giver can be identified in case of emergency. This is very helpful
in elders who are living alone.
Similarly, as a primary physician we should know about the economic status of the elderly.
Whether they are independently supporting themselves or depend on other means like support
from the children/ society/ any voluntary organization. In elderly, any problems with health like
malnutrition, medication non adherence, self neglect and depression should be viewed from
economic point of view also. The economic status of the elderly also determines the nature of
referral centres – either a government/ private sector, nature of long term care centres in case of
need.
Environmental assessment
Safety of home environment- this should be assessed generally for all elderly who are likely to
have developed age related sensory impairments like visual and hearing impairment. More so, in
vulnerable elderly like those who live alone, have cognitive impairment, those who have
mobility and balance issues, and those who have functional impairment environmental
assessment should be done in a systematic way. It can be done by questioning by the physician,
home assessment done by nurse/ social worker or physiotherapist. Home safety issues are
discussed in detail in the chapter on Falls.
At the end of CGA, the problems identified in each domain should be listed like Postural
hypotension, Diabetic neuropathy, diabetic retinopathy, high fall risk, clinical depression and
poor environmental conditions etc.
Referral to specialists, physiotherapist can be planned and necessary and relevant investigations
can be done. Sometimes, patient may need admission also.
Referral considerations
Advance directives are legal documents that extend a person's control over health care decisions
in the event that the person becomes incapacitated. These documents usually address decisions
regarding end-of-life care but may also address any aspect of care.
1.Living will, Expresses preferences for medical treatment and end-of-life care will allow people
to express preferences for the amount and nature of their health care, from no interventions to
maximum treatment. Including information in a living will about one’s core values relating to
end-of-life care, personal priorities, and goals of care can be just as helpful. A living will cannot
compel health care practitioners to provide health care that is medically or ethically unwarranted.
Living wills go into effect when people are no longer able to make their own health care
decisions or a medical condition specified in the directives usually a terminal condition,
permanent vegetative state, or the end-stage of a chronic condition.
2.Durable power of attorney for health care: Designates a surrogate decision maker the power of
attorney for health care, one person (the principal) names another person (the agent, proxy,
health care representative, or surrogate, depending on the state) to make decisions about health
care and only health care.