Illustrating a Person-Centered Approach to Financial Capacity Evaluations Through a Case Study.
Clin Gerontol
; 46(4): 639-643, 2023.
Article
em En
| MEDLINE
| ID: mdl-36721979
ABSTRACT
OBJECTIVES:
Although the National Institute of Medicine Social Security committee recommended that a person's financial capacity should be defined and assessed as real-world performance, there has been scant progress on creating methods to translate this idea into reliable methods. The current clinical comment focuses on analyzing actual financial management and decision-making in an evaluation to determine whether the older person needed a conservator.METHODS:
A case study is used to illustrate how to take a feasible approach to analyzing financial management and decisions and applying those to financial capacity assessment.RESULTS:
By employing a person-centered analysis of checking and credit card statements and using a semi-structured interview, the clinician was able to assess the financial management and decision-making skills of an older adult.CONCLUSIONS:
Clinical gerontologists have an ethical prerogative to enhance autonomy where possible. Analyzing a person's actual financial management records as opposed to hypothetical and perhaps unfamiliar financial tasks may represent a step forward in person-centered assessment of financial management and capacity. CLINICAL IMPLICATIONS Clinical gerontologists are often asked to provide financial capacity assessments. Using a person-centered approach to assessing financial management and financial decision-making offers a new and reliable method of assessing financial capacity.Palavras-chave
Texto completo:
1
Coleções:
01-internacional
Base de dados:
MEDLINE
Assunto principal:
Competência Mental
/
Tomada de Decisões
Tipo de estudo:
Health_economic_evaluation
/
Prognostic_studies
/
Qualitative_research
Aspecto:
Ethics
Limite:
Aged
/
Humans
País/Região como assunto:
America do norte
Idioma:
En
Revista:
Clin Gerontol
Ano de publicação:
2023
Tipo de documento:
Article
País de afiliação:
Estados Unidos