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Evaluation of the Elderly Patient

by Richard W. Besdine, MD

Evaluation of the elderly usually differs from a standard medical evaluation. For elderly patients, especially those who are very old or frail, history-taking and physical examination may have to be done at different times, and physical examination may require 2 sessions because patients become fatigued.

The elderly also have different, often more complicated health care problems, such as multiple disorders, which may require use of many drugs (sometimes called polypharmacy) and thus greater likelihood of a high-risk drug being prescribed ( Potentially Inappropriate Drugs in the Elderly (Based on the American Geriatrics Society 2012 Beers Criteria Update)). Diagnosis may be complicated, resulting in delays or missed diagnoses, and sometimes drugs are used inappropriately. Early detection of problems results in early intervention, which can prevent deterioration and improve quality of life often through relatively minor, inexpensive interventions (eg, lifestyle changes). Thus, some elderly patients, particularly the frail or chronically ill, are best evaluated using a comprehensive geriatric assessment (see Comprehensive geriatric assessment), which includes evaluation of function and quality of life, often by an interdisciplinary team.

Multiple disorders

On average, elderly patients have 6 diagnosable disorders, and the primary care physician is often unaware of some of them. A disorder in one organ system can weaken another system, exacerbating the deterioration of both and leading to disability, dependence, and, without intervention, death. Multiple disorders complicate diagnosis and treatment, and effects of the disorders are magnified by social disadvantage (eg, isolation) and poverty (as patients outlive their resources and supportive peers) and by functional and financial problems.

Clinicians should also pay particular attention to certain common geriatric symptoms (eg, delirium, dizziness, syncope, falling, mobility problems, weight or appetite loss, urinary incontinence) because they may result from disorders of multiple organ systems.

If patients have multiple disorders, treatments (eg, bed rest, surgery, drugs) must be well-integrated; treating one disorder without treating associated disorders may accelerate decline. Also, careful monitoring is needed to avoid iatrogenic consequences. With complete bed rest, elderly patients can lose 5 to 6% of muscle mass and strength each day (causing sarcopenia), and effects of bed rest alone can ultimately result in death.

Missed or delayed diagnosis

Disorders that are common among the elderly are frequently missed, or the diagnosis is delayed. Clinicians should use the history, physical examination, and simple laboratory tests to actively screen elderly patients for disorders that occur only or commonly in the elderly ( Disorders Common Among the Elderly); when diagnosed early, these disorders can often be more easily treated. Early diagnosis frequently depends on the clinician’s familiarity with the patient’s behavior and history, including mental status. Commonly, the first signs of a physical disorder are mental or emotional. If clinicians are unaware of this possibility and attribute these signs to dementia, diagnosis and treatment can be delayed.

Disorders Common Among the Elderly

Frequency

Disorders

Almost exclusive in the elderly

Accidental hypothermia

Normal-pressure hydrocephalus

Urinary incontinence

Diastolic heart failure

Alzheimer disease

More common among the elderly than among other age groups

Basal cell carcinoma

Chronic lymphocytic leukemia

Degenerative osteoarthritis

Dementia

Diabetic hyperosmolar nonketotic coma

Falls

Herpes zoster

Hip fracture

Monoclonal gammopathies

Osteoporosis

Parkinsonism

Polymyalgia rheumatica

Pressure ulcers

Prostate cancer

Stroke

Temporal arteritis (giant cell arteritis)

Common among the elderly and treatable

Depression

Diabetes mellitus

Foot disorders interfering with mobility

GI bleeding

Hearing and vision abnormalities

Heart failure

Hypothyroidism

Iron deficiency anemia

Oral disorders interfering with eating

Vitamin B 12 deficiency

Polypharmacy

Prescription and OTC drug use should be reviewed frequently, particularly for drug interactions and use of drugs considered inappropriate for the elderly (see Drug Categories of Concern in the Elderly). When multiple drugs are used, computer-based management is more efficient.

Caregiver problems

Occasionally, problems of elderly patients are related to neglect or abuse by their caregiver (see Elder Abuse). Clinicians should consider the possibility of patient abuse and drug abuse by the caregiver if circumstances and findings suggest it. Certain injury patterns are particularly suggestive, including

  • Frequent bruising, especially in difficult-to-reach areas (eg, middle of the back)

  • Grip bruises of the upper arms

  • Bruises of the genitals

  • Peculiar burns

  • Unexplained fearfulness of a caregiver in the patient

History

Often, more time is needed to interview and evaluate elderly patients, partly because they may have characteristics that interfere with the evaluation. The following should be considered:

  • Sensory deficits: Dentures, eyeglasses, or hearing aids, if normally worn, should be worn to facilitate communication during the interview. Adequate lighting and elimination of visual or auditory distraction also helps.

  • Underreporting of symptoms: Elderly patients may not report symptoms that they consider part of normal aging (eg, dyspnea, hearing or vision deficits, memory problems, incontinence, gait disturbance, constipation, dizziness, falls). However, no symptom should be attributed to normal aging unless a thorough evaluation is done and other possible causes have been eliminated.

  • Unusual manifestations of a disorder: In the elderly, typical manifestations of a disorder may be absent (see Unusual Presentations of Illness in the Elderly). Instead, the elderly may present with general symptoms (eg, fatigue, confusion, weight loss).

  • Functional decline as the only manifestation: Disorders may manifest solely as functional decline. In such cases, standard questions may not apply. For example, when asked about joint symptoms, patients with severe arthritis may not report pain, swelling, or stiffness, but if asked about changes in activities, they may report that they no longer take walks or no longer volunteer at the hospital. Questions about duration of functional decline (eg, “How long have you been unable to do your own shopping?”) can elicit useful information. Identifying people when they have just started to have difficulty doing basic activities of daily living (ADLs) or instrumental ADLs (IADLs) may provide more opportunities for interventions to restore function or to prevent further decline and thus maintain independence.

  • Difficulty recalling: Patients may not accurately remember past illnesses, hospitalizations, operations, and drug use; clinicians may have to obtain these data elsewhere (eg, from family members, a home health aide, or medical records).

  • Fear: The elderly may be reluctant to report symptoms because they fear hospitalization, which they may associate with dying.

  • Age-related disorders and problems: Depression (common among the elderly), the cumulative losses of old age, and discomfort due to a disorder may make the elderly less apt to provide health-related information to clinicians. Patients with impaired cognition may have difficulty describing problems, impeding the physician’s evaluation.

Interview

A clinician’s knowledge of an elderly patient’s everyday concerns, social circumstances, mental function, emotional state, and sense of well-being helps orient and guide the interview. Asking patients to describe a typical day elicits information about their quality of life and mental and physical function. This approach is especially useful during the first meeting. Patients should be given time to speak about things of personal importance. Clinicians should also ask whether patients have specific concerns, such as fear of falling. The resulting rapport can help the clinician communicate better with patients and their family members.

A mental status examination may be necessary early in the interview to determine the patient’s reliability; this examination should be conducted tactfully so that the patient does not become embarrassed, offended, or defensive. Routine screening for physical and psychologic disorders ( Screening Recommendations for Elderly Patients) should be done annually, beginning at age 70.

Often, verbal and nonverbal clues (eg, the way the story is told, tempo of speech, tone of voice, eye contact) can provide information, as for the following:

  • Depression: Elderly patients may omit or deny symptoms of anxiety or depression but betray them by a lowered voice, subdued enthusiasm, or even tears.

  • Physical and mental health: What patients say about sleep and appetite may be revealing.

  • Weight gain or loss: Clinicians should note any change in the fit of clothing or dentures.

Unless mental status is impaired, a patient should be interviewed alone to encourage the discussion of personal matters. Clinicians often also need to speak with a relative or caregiver, who often give a different perspective on function, mental status, and emotional state. These interviews may be done with the patient absent, present, or both.

The clinician should ask the patient’s permission before inviting a relative or caregiver to be present and should explain that such interviews are routine. If the caregiver is interviewed alone, the patient should be kept usefully occupied (eg, filling out a standardized assessment questionnaire, being interviewed by another member of the interdisciplinary team).

If indicated, clinicians should consider the possibility of drug abuse by the patient and patient abuse by the caregiver.

Medical history

When asking patients about their past medical history, a clinician should ask about disorders that used to be more common (eg, rheumatic fever, poliomyelitis) and about outdated treatments (eg, pneumothorax therapy for TB, mercury for syphilis). A history of immunizations (eg, tetanus, influenza, pneumococcus), adverse reactions to immunizations, and skin test results for TB is needed. If patients recall having surgery but do not remember the procedure or its purpose, surgical records should be obtained if possible.

Clinicians should ask questions designed to systematically review each body area or system and thus check for other disorders and common problems that patients may have forgotten to mention ( Clues to Disorders in Elderly Patients).

Clues to Disorders in Elderly Patients

Region or System

Symptom

Possible Causes

Skin

Itching

Allergic reaction, cancer, dry skin, hyperthyroidism, jaundice, lice, scabies, uremia

Head

Headaches

Anxiety, cervical osteoarthritis, depression, giant cell arteritis, subdural hematoma, tumors

Eyes

Glare from lights at night

Cataracts, glaucoma

Loss of central vision

Macular degeneration

Loss of near vision (presbyopia)

Decreased accommodation of the lens

Loss of peripheral vision

Glaucoma, retinal detachment, stroke

Pain

Giant cell arteritis, glaucoma

Ears

Hearing loss

Acoustic neuroma, cerumen, foreign body in the external canal, ototoxicity due to use of drugs (eg, aminoglycosides, aspirin, furosemide), Paget disease, presbycusis, trauma due to noise, tumor of the cerebellopontine angle, viral infection

Loss of high-frequency range

Presbycusis (usually caused by age-related changes in the cochlea)

Mouth

Burning mouth

Pernicious anemia, stomatitis

Denture pain

Dentures that fit poorly, oral cancer

Dry mouth (xerostomia)

Autoimmune disorders (eg, RA, Sjögren syndrome, SLE), dehydration, drugs (eg, antidepressants including tricyclic antidepressants, antihistamines, antihypertensives, diuretics, psychoactive drugs), salivary gland damage due to infection or to radiation therapy for head and neck tumors

Limited tongue motion

Oral cancer, stroke

Loss of taste

Adrenal insufficiency, drugs (eg, antihistamines, antidepressants), infection of the mouth or nose, nasopharyngeal tumor, radiation therapy, smoking, xerostomia

Throat

Dysphagia

Anxiety, cancer, esophageal stricture, foreign body, Schatzki ring, stroke, Zenker diverticulum

Voice changes

Hypothyroidism, recurrent laryngeal nerve dysfunction, vocal cord tumor

Neck

Pain

Cervical arthritis, carotid or vertebral artery dissection, polymyalgia rheumatica

Chest

Dyspnea during exertion

Cancer, COPD, functional decline, heart failure, infection

Paroxysmal nocturnal dyspnea

Gastroesophageal reflux, heart failure

Pain

Angina pectoris, anxiety, aortic dissection, costochondritis, esophageal motility disorders, gastroesophageal reflux, herpes zoster, MI, myocarditis, pericarditis, pleural effusion, pleuritis, pneumonia, pneumothorax

GI

Constipation with no other symptoms

Colorectal cancer, dehydration, drugs (eg, aluminum-containing antacids, anticholinergic drugs, iron supplements, opioids, tricyclic antidepressants), hypercalcemia (eg, due to hyperparathyroidism), hypokalemia, hypothyroidism, inadequate exercise, laxative abuse, low-fiber diet

Constipation with pain, vomiting, and intermittent diarrhea

Fecal impaction

Fecal incontinence

Cerebral dysfunction, fecal impaction, rectal cancer, spinal cord lesions

Lower abdominal pain (crampy, sudden onset)

Diverticulitis, gastroenteritis, ischemic colitis, obstruction

Postprandial abdominal pain (150 min after eating, lasting 1–3 h)

Chronic intestinal ischemia

Rectal bleeding

Colon angiodysplasia, colon cancer, diverticulosis, hemorrhoids, ischemic colitis

GU

Frequency, dribbling, hesitancy, weak stream

Benign prostatic hyperplasia, constipation, drugs (eg, antihistamines, opioids), prostate cancer, urinary retention, UTI

Dysuria with or without fever

Prostatitis, UTI

Polyuria

Diabetes insipidus (decrease in ADH action), diabetes mellitus, diuretics

Incontinence

Cystitis, functional decline, normal-pressure hydrocephalus, spinal cord dysfunction, stroke, urinary retention or overflow, UTI

Musculoskeletal

Back pain

Abdominal aortic aneurysm, compression fractures, infection, metastatic cancer, multiple myeloma, osteoarthritis, Paget disease, pyelonephritis

Proximal muscle pain

Myopathies, polymyalgia rheumatica, use of statins

Extremities

Leg pain

Intermittent claudication, night cramps, osteoarthritis, radiculopathy (eg, disk herniation, lumbar stenosis), restless legs syndrome

Swollen ankles

Heart failure (if swelling is bilateral), hypoalbuminemia, venous insufficiency

Neurologic

Change in mental status with fever

Delirium, encephalitis, meningitis, sepsis

Change in mental status without fever

Acute illness, cognitive dysfunction, constipation (if severe), depression, paranoia, urinary retention

Clumsiness in tasks requiring fine motor coordination (eg, buttoning shirt)

Arthritis, parkinsonism, spondylotic cervical myelopathy, intention tremor

Excessive sweating during meals

Autonomic neuropathy

Fall without loss of consciousness

Bradycardia, drop attack, neuropathy, orthostatic hypotension, postural instability, tachycardia, transient ischemic attack, vision impairment

Hesitant gait with intention tremor

Parkinson disease

Numbness with tingling in fingers

Carpal tunnel syndrome, peripheral neuropathy, spondylotic cervical myelopathy

Sleep disturbances

Anxiety, circadian rhythm disturbances, depression, drugs, pain, parkinsonism, periodic limb movement disorder, sleep apnea, urinary frequency

Syncope

Aortic stenosis, cardiac arrhythmia, hypoglycemia, orthostatic hypotension (especially drug-related), seizure

Transient interference with speech, muscle strength, sensation, or vision

Transient ischemic attack

Tremor

Alcohol abuse, CNS disorder (eg, cerebellar disorders, poststroke), essential tremor, hyperthyroidism, parkinsonism

Drug history

The drug history should be recorded, and a copy should be given to patients or their caregiver. It should contain

  • Drugs used

  • Dose

  • Dosing schedule

  • Prescriber

  • Reason for prescribing the drugs

  • Precise nature of any drug allergies

All drugs used should be recorded: topical drugs (which may be absorbed systemically), OTC drugs (which can have serious consequences if overused and may interact with prescription drugs), dietary supplements, and medicinal herb preparations (because many can interact adversely with prescription and OTC drugs).

Patients or a family member should be asked to bring in all of the above drugs and supplements at the initial visit and periodically thereafter. Clinicians can make sure patients have the prescribed drugs, but possession of these drugs does not guarantee adherence. Counting the number of tablets in each vial during the first and subsequent visits may be necessary. If someone other than a patient administers the drugs, that person is interviewed.

Patients should be asked to demonstrate their ability to read labels (often printed in small type), open containers (especially the child-resistant type), and recognize drugs. Patients should be advised not to put their drugs into one container.

Alcohol, tobacco, and recreational drug use history

Patients who smoke should be counseled to stop and, if they continue, not to smoke in bed because the elderly are more likely to fall asleep while doing so.

Patients should be checked for signs of alcohol use disorders, which are underdiagnosed in the elderly. Such signs include confusion, anger, hostility, alcohol odor on the breath, impaired balance and gait, tremors, peripheral neuropathy, and nutritional deficiencies. Screening questionnaires (eg, AUDIT— Screening Recommendations for Elderly Patients and Levels of Screening for Alcohol Problems) and questions about quantity and frequency of alcohol consumption can help. The 4 CAGE questions are quick and straightforward; the clinician asks if the patient has ever felt

  • Need to C ut down drinking

  • A nnoyed by criticism about drinking

  • G uilty about drinking

  • Need for a morning E ye-opener

Two or more positive responses to the CAGE questions suggest the possibility of alcohol abuse. Questions about use of other recreational drugs or substances of abuse also are appropriate.

Nutrition history

Type, quantity, and frequency of food eaten are determined. Patients who eat 2 meals a day are at risk of undernutrition. Clinicians should ask about the following:

  • Any special diets (eg, low-salt, low-carbohydrate) or self-prescribed fad diets

  • Intake of dietary fiber and prescribed or OTC vitamins

  • Weight loss and change of fit in clothing

  • Amount of money patients have to spend on food

  • Accessibility of food stores and suitable kitchen facilities

  • Variety and freshness of foods

The ability to eat (eg, to chew and swallow) is evaluated. It may be impaired by xerostomia and/or dental problems, which are common among the elderly. Decreased taste or smell may reduce the pleasure of eating, so patients may eat less. Patients with decreased vision, arthritis, immobility, or tremors may have difficulty preparing meals and may injure or burn themselves when cooking. Patients who are worried about urinary incontinence may reduce their fluid intake; as a result, they may eat less food.

Mental health history

Mental health problems may not be detected easily in elderly patients. Symptoms that may indicate a mental health disorder in younger patients (eg, insomnia, changes in sleep patterns, constipation, cognitive dysfunction, anorexia, weight loss, fatigue, preoccupation with bodily functions, increased alcohol consumption) may have another cause in the elderly. Sadness, hopelessness, and crying episodes may indicate depression. Irritability may be the primary affective symptom of depression, or patients may present with cognitive dysfunction. Generalized anxiety is the most common mental disorder encountered in elderly patients and often is accompanied by depression.

Patients should be asked about delusions and hallucinations, past mental health care (including psychotherapy, institutionalization, and electroconvulsive therapy), use of psychoactive drugs, and recent changes in circumstances. Many circumstances (eg, recent loss of a loved one, hearing loss, a change in residence or living situation, loss of independence) may contribute to depression.

Patients’ spiritual and religious preferences, including their personal interpretation of aging, declining health, and death, should be clarified.

Functional status

Whether patients can function independently, need some help with basic activities of daily living (ADLs) or instrumental ADLs (IADLs), or need total assistance is determined, often as part of comprehensive geriatric assessment. Patients may be asked open-ended questions about their ability to do activities, or they may be asked to fill out a standardized assessment instrument with questions about specific ADLs and IADLs (eg, Katz ADL Scale [ Katz Activities of Daily Living Scale], Lawton IADL Scale [ Lawton Instrumental Activities of Daily Living Scale]).

Lawton Instrumental Activities of Daily Living Scale

Activity

Description

Score*

Using the telephone

Uses a telephone, including looking up and dialing numbers

1

Dials a few familiar numbers

1

Answers the telephone but does not dial

1

Does not use the telephone

0

Shopping

Does all the shopping without help

1

Shops for small items without help

0

Needs to be accompanied whenever shopping

0

Cannot do any shopping

0

Preparing food

Plans, prepares, and serves adequate meals without help

1

If given the ingredients, prepares adequate meals

0

Heat and serves prepared meals or prepares meals but ones that are nutritionally inadequate

0

Needs someone to prepare and serve meals

0

Doing household tasks

Does household tasks without help or occasionally with help for physically demanding tasks (eg, washing windows)

1

Does light housework (eg, dish washing, dusting)

1

Does light housework but does not keep the house adequately clean

1

Needs help with all household tasks

1

Does not do any household tasks

0

Doing laundry

Does laundry without help

1

Washes small items (eg, stockings)

1

Needs someone to do all laundry

0

Traveling other than by walking

Uses public transportation without help or drives a car

1

Calls for taxis but does not use other public transportation

1

Uses public transportation if accompanied by someone to help

1

Travels only by taxi or car and only if helped by someone

0

Does not travel

0

Taking prescription drugs as directed

Takes the correct doses of prescribed drugs at the correct time without help

1

Takes prescribed drugs if they are prepared in advance in separate dosage

0

Cannot dispense the prescribed drugs

0

Managing money

Manages finances (eg, making a budget, writing checks, paying rent, keeping track of income) without help

1

Buys small items needed on a daily basis but requires help with banking and major purchases

1

Cannot manage money

0

*People are asked to choose the description that most closely matches their highest functional level. Tasks are scored as either 1 or 0.

Total scores range from 0 (unable to do all tasks and being dependent on help) to 8 (able to do all tasks and to function independently).

Adapted from Lawton MP, Brody EM: Assessment of older people: Self-maintaining and instrumental activities of daily living. The Gerontologist 9:179–186, 1969.

Social history

Clinicians should identify patients’ living arrangements, particularly where and with whom they live (eg, alone in an isolated house, in a busy apartment building), accessibility of their residence (eg, up stairs or a hill), and what modes of transportation are available to them. Such factors affect the ability of the elderly to obtain food, health care, and other important resources. A home visit, although difficult to arrange, can provide critical information. For example, clinicians can gain insight about nutrition from the refrigerator’s contents and about multiple ADLs from the bathroom’s condition. The number of rooms, number and type of phones, presence of smoke and carbon monoxide detectors, and condition of plumbing and heating system are determined, as is the availability of elevators, stairs, and air conditioning. Home safety evaluations can identify home features that can lead to falls (eg, poor lighting, slippery bathtubs, unanchored rugs), and solutions can be suggested.

Having patients describe a typical day, including activities such as reading, television viewing, work, exercise, hobbies, and interactions with other people, provides valuable information.

Clinicians should ask about the following:

  • Frequency and nature of social contacts (eg, friends, senior citizens’ groups), family visits, and religious or spiritual participation

  • Driving and availability of other forms of transportation

  • Caregivers and support systems (eg, church, senior citizens’ groups, friends, neighbors) that are available to the patient

  • The ability of family members to help the patient (eg, their employment status, their health, traveling time to the patient’s home)

  • The patient’s attitude toward family members and their attitude toward the patient (including their level of interest in helping and willingness to help)

Marital status of patients is noted. Questions about sexual practices and satisfaction must be sensitive and tactful but thorough. The number and sex of sex partners are determined, and risk of sexually transmitted diseases (STDs) is evaluated. Many sexually active elderly people are not aware of the increasing incidence of STDs in the elderly and do not follow or even know about safe sex practices.

Patients should be asked about educational level, jobs held, known exposures to radioactivity or asbestos, and current and past hobbies. Economic difficulties due to retirement, a fixed income, or death of a spouse or partner are discussed. Financial or health problems may result in loss of a home, social status, or independence. Patients should be asked about past relationships with physicians; a long-time relationship with a physician may have been lost because the physician retired or died or because the patient relocated.

Patient wishes regarding measures for prolonging life must be documented. Patients are asked what provisions for surrogate decision making (advance directives—see Advance Directives) have been made in case they become incapacitated, and if none have been made, patients are encouraged to make them. Getting patients and their surrogates accustomed to discussing goals of care is important; then when circumstances require medical decisions and prior documentation is unavailable or not relevant to the circumstance (which is very common), appropriate decisions can be made.

Key Points

  • Unless corrected, sensory deficits, especially hearing deficits, may interfere with history-taking.

  • Many disorders in the elderly manifest only as functional decline.

  • As part of the drug history, the patient or a family member should be asked to bring in all the patient’s drugs, including OTC drugs, at the initial visit and periodically thereafter.

  • Health care practitioners must often interview caregivers to obtain the history of functionally dependent elderly patients.

Physical Examination

Observing patients and their movements (eg, walking into the examination room, sitting in or rising from a chair, getting on and off an examination table, taking off or putting on socks and shoes) can provide valuable information about their function. Their personal hygiene (eg, state of dress, cleanliness, smell) may provide information about mental status and the ability to care for themselves.

If patients become fatigued, the physical examination may need to be stopped and continued at another visit. Elderly patients may require additional time to undress and transfer to the examining table; they should not be rushed. The examining table should be adjusted to a height that patients can easily access; a footstool facilitates mounting. Frail patients must not be left alone on the table. Portions of the examination may be more comfortable if patients sit in a chair.

Clinicians should describe the general appearance of patients (eg, comfortable, restless, undernourished, inattentive, pale, dyspneic, cyanotic). If they are examined at bedside, use of protective padding or a protective mattress, bedside rails (partial or full), restraints, a urinary catheter, or an adult diaper should be noted.

Vital Signs

Weight should be recorded at each visit. During measurement, patients with balance problems may need to grasp grab bars placed near or on the scale. Height is recorded annually to check for height loss due to osteoporosis.

Temperature is recorded. Hypothermia can be missed if the thermometer cannot measure temperatures more than a few degrees lower than normal. Absence of fever does not exclude infection.

Pulses and BP are checked in both arms. Pulse is taken for 30 sec, and any irregularity is noted. Because many factors can alter BP, BP is measured several times after patients have rested > 5 min.

BP may be overestimated in elderly patients because their arteries are stiff. This rare condition, called pseudohypertension, should be suspected if dizziness develops after antihypertensives are begun or doses are increased to treat elevated systolic BP.

All elderly patients are checked for orthostatic hypotension because it is common. BP is measured with patients in the supine position, then after they have been standing for 3 to 5 min. If systolic BP falls 20 mm Hg after patients stand, orthostatic hypotension is diagnosed. Caution is required when testing hypovolemic patients.

A normal respiratory rate in elderly patients may be as high as 25 breaths/min. A rate of > 25 breaths/min may be the first sign of a lower respiratory tract infection, heart failure, or another disorder.

Skin

Initial observation includes color (normal rubor, pale, cyanotic). Examination includes a search for premalignant and malignant lesions, tissue ischemia, and pressure ulcers. In the elderly, the following should be considered:

  • Ecchymoses may occur readily when skin is traumatized, often on the forearm, because the dermis thins with aging.

  • Uneven tanning may be normal because melanocytes are progressively lost with aging.

  • Longitudinal ridges on the nails and absence of the crescent-shaped lunula are normal age-related findings.

  • Nail plate fractures may occur because with aging, the nail plate thins.

  • Black splinter hemorrhages in the middle or distal third of the fingernail are more likely to be due to trauma than to bacteremia.

  • A thickened, yellow toenail indicates onychomycosis, a fungal infection.

  • Toenail borders that curve in and down indicate ingrown toenail (onychocryptosis).

  • Whitish nails that scale easily, sometimes with a pitted surface, indicate psoriasis.

  • Unexplained bruises may indicate abuse.

Head and Neck

Face

Normal age-related findings may include the following:

  • Eyebrows that drop below the superior orbital rim

  • Descent of the chin

  • Loss of the angle between the submandibular line and neck

  • Wrinkles

  • Dry skin

  • Thick terminal hairs on the ears, nose, upper lip, and chin

The temporal arteries should be palpated for tenderness and thickening, which may indicate giant cell arteritis.

Nose

Progressive descent of the nasal tip is a normal age-related finding. It may cause the upper and lower lateral cartilage to separate, enlarging and lengthening the nose.

Eyes

Normal age-related findings include the following:

  • Loss of orbital fat: It may cause gradual sinking of the eye backward into the orbit (enophthalmos). Thus, enophthalmos is not necessarily a sign of dehydration in the elderly. Enophthalmos is accompanied by deepening of the upper eyelid fold and slight obstruction of peripheral vision.

  • Pseudoptosis (decreased size of the palpebral aperture)

  • Entropion (inversion of lower eyelid margins)

  • Ectropion (eversion of lower eyelid margins)

  • Arcus senilis (a white ring at the limbus)

With aging, presbyopia develops; the lens becomes less elastic and less able to change shape when focusing on close objects.

The eye examination should focus on testing visual acuity (eg, using a Snellen chart). Visual fields can be tested at the bedside by confrontation—ie, patients are asked to stare at the examiner so that the examiner can determine differences between their and the examiner’s visual field. However, such testing has low sensitivity for most visual disorders. Tonometry is occasionally done in primary care; however, it is usually done by ophthalmologists or optometrists as part of routine eye examinations or by ophthalmologists when a patient is referred to them because glaucoma is clinically suspected.

Ophthalmoscopy is done to check for cataracts, optic nerve or macular degeneration, and evidence of glaucoma, hypertension, or diabetes. Findings may be unremarkable unless a disorder is present because the retina’s appearance usually does not change much with aging. In elderly patients, mild to moderate elevated intracranial pressure may not result in papilledema because cortical atrophy occurs with aging; papilledema is more likely when pressure is markedly increased. Areas of black pigment or hemorrhages in and around the macula indicate macular degeneration.

For all elderly patients, an eye examination by an ophthalmologist or optometrist is recommended every 1 to 2 yr because such an examination may be much more sensitive for certain common eye disorders (eg, glaucoma, cataracts, retinal disorders).

Ears

Tophi, a normal age-related finding, may be noted during inspection of the pinna. The external auditory canal is examined for cerumen, especially if a hearing problem is noted during the interview. If a patient wears a hearing aid, it is removed and examined. The ear mold and plastic tubing can become plugged with wax, or the battery may be dead, indicated by absence of a whistle (feedback) when the volume of the hearing aid is turned up.

To evaluate hearing, examiners, with their face out of the patient’s view, whisper 3 to 6 random words or letters into each of the patient’s ears. If a patient correctly repeats at least half of these words for each ear, hearing is considered functional for one-on-one conversations. Patients with presbycusis (age-related, gradual, bilateral, symmetric, and predominantly high-frequency hearing deficits) are more likely to report difficulty in understanding speech than in hearing sounds. Evaluation with a portable audioscope, if available, is also recommended because the testing sounds are standardized; thus, this evaluation can be useful when multiple providers are caring for a patient. Patients are asked whether hearing loss interferes with social, work, or family functioning, or they may be given the Hearing Handicap Inventory for the Elderly (HHIE), a self-assessment tool designed to determine the effects of hearing loss on the emotional and social adjustment of the elderly. If hearing loss interferes with functioning or if the HHIE score is positive, they are referred for formal audiologic testing.

Mouth

The mouth is examined for bleeding or swollen gums, loose or broken teeth, fungal infections, and signs of cancer (eg, leukoplakia, erythroplakia, ulceration, mass). Findings may include

  • Darkened teeth: Due to extrinsic stains and less translucent enamel, which occur with aging

  • Fissures in the mouth and tongue and a tongue that sticks to the buccal mucosa: Due to xerostomia

  • Erythematous, edematous gingiva that bleeds easily: Usually indicating a gingival or periodontal disorder

  • Bad breath: Possibly indicating caries, periodontitis, another oral disorder, or sometimes a pulmonary disorder

The dorsal and ventral surfaces of the tongue are examined. Common age-related changes include varicose veins on the ventral surface, erythema migrans (geographic tongue), and atrophied papillae on the sides of the tongue. In edentulous patients, the tongue may enlarge to facilitate chewing; however, enlargement may also indicate amyloidosis or hypothyroidism. A smooth, painful tongue may indicate vitamin B 12 deficiency.

Dentures should be removed before the mouth is examined. Dentures increase risk of oral candidiasis and resorption of the alveolar ridges. Inflammation of the palatal mucosa and ulcers of the alveolar ridges may result from poorly fitting dentures.

The interior of the mouth is palpated. A swollen, firm, and tender parotid gland may indicate parotitis, particularly in dehydrated patients; pus may be expressed from Stensen duct when bacterial parotitis is present. The infecting organisms are often staphylococci.

Painful, inflamed, fissured lesions at the lip commissures (angular cheilitis) may be noted in edentulous patients who do not wear dentures; these lesions are usually accompanied by a fungal infection.

Temporomandibular joint

This joint should be evaluated for degeneration (osteoarthrosis), a common age-related change. The joint can degenerate as teeth are lost and compressive forces in the joint become excessive. Degeneration may be indicated by joint crepitus felt at the head of the condyle as patients lower and raise their jaw, by painful jaw movements, or by both.

Neck

The thyroid gland, which is located low in the neck of elderly people, often beneath the sternum, is examined for enlargement and nodules.

Carotid bruits due to transmitted heart murmurs can be differentiated from those due to carotid artery stenosis by moving the stethoscope up the neck: A transmitted heart murmur becomes softer; the bruit of carotid artery stenosis becomes louder. Bruits due to carotid artery stenosis suggest systemic atherosclerosis. Whether asymptomatic patients with carotid bruits require evaluation or treatment for cerebrovascular disease is unclear.

The neck is checked for flexibility. Resistance to passive flexion, extension, and lateral rotation may indicate a cervical spine disorder. Resistance to flexion and extension can also occur in patients with meningitis, but unless meningitis is accompanied by a cervical spine disorder, the neck can be rotated passively from side to side without resistance.

Chest and Back

All areas of the lungs are examined by percussion and auscultation. Basilar rales may be heard in the lungs of healthy patients but should disappear after patients take a few deep breaths. The extent of respiratory excursions (movement of the diaphragm and ability to expand the chest) should be noted.

The back is examined for scoliosis and tenderness. Severe low back, hip, and leg pain with marked sacral tenderness may indicate spontaneous osteoporotic fractures of the sacrum, which can occur in elderly patients.

Breasts

In men and women, the breasts should be examined annually for irregularities and nodules. For women, monthly self-examinations are also recommended, as is annual screening mammography, especially for women who have a family history of breast cancer. If nipples are retracted, pressure should be applied around the nipples; pressure everts the nipples when retraction is due to aging but not when it is due to an underlying lesion.

Heart

Heart size can usually be assessed by palpating the apex. However, displacement caused by kyphoscoliosis may make assessment difficult.

Auscultation should be done systematically. In elderly patients, a systolic murmur most commonly indicates

  • Aortic valve sclerosis: Typically, this murmur is not hemodynamically significant, although risk of stroke may be increased. It peaks early during systole and is rarely heard in the carotid arteries.

However, systolic murmurs may be due to other disorders, which should be identified:

  • Aortic valve stenosis: This murmur, in contrast to that of aortic valve sclerosis, typically peaks later during systole, is transmitted to the carotid arteries, and is loud (greater than grade 2); the 2nd heart sound is dampened, pulse pressure is narrow, and the carotid upstroke is slowed. However, in elderly patients, the murmur of aortic valve stenosis may be difficult to identify because it may be softer, a 2nd heart sound is rarely audible, and narrow pulse pressures are uncommon. Also, in many elderly patients with aortic valve stenosis, the carotid upstroke does not slow because vascular compliance is diminished.

  • Mitral regurgitation: This murmur is usually loudest at the apex and radiates to the axilla.

  • Hypertrophic obstructive cardiomyopathy: This murmur intensifies when patients do a Valsalva maneuver.

Fourth heart sounds are common among elderly people without evidence of a cardiovascular disorder and are commonly absent among elderly people with evidence of a cardiovascular disorder. Diastolic murmurs are abnormal in people of any age. Unexplained and asymptomatic sinus bradycardia in apparently healthy elderly people may not be clinically important.

If new neurologic or cardiovascular symptoms develop in patients with a pacemaker, evaluation for variable heart sounds, murmurs, and pulses and for hypotension and heart failure is required. These symptoms and signs may be due to loss of atrioventricular synchrony.

GI System

The abdomen is palpated to check for weak abdominal muscles, which are common among elderly people and which may result in hernias. Most abdominal aortic aneurysms are palpable as a pulsatile mass; however, only their lateral width can be assessed during physical examination. In some patients (particularly thin ones), a normal aorta is palpable, but the vessel and pulsations do not extend laterally. Screening ultrasonography of the aorta is recommended for all older men who have ever smoked. The liver and spleen are palpated for enlargement. Frequency and quality of bowel sounds are checked, and the suprapubic area is percussed for tenderness, discomfort, and evidence of urinary retention.

The anorectal area is examined externally for fissures, hemorrhoids, and other lesions. Sensation and the anal wink reflex are tested. A digital rectal examination (DRE) to detect a mass, stricture, tenderness, or fecal impaction is done in men and women. Fecal occult blood testing is also done.

Male GU System

The prostate gland is palpated for nodules, tenderness, and consistency. Estimating prostate size by DRE is inaccurate, and size does not correlate with urethral obstruction; however, DRE provides a qualitative evaluation.

Female Reproductive System

Regular pelvic examinations, with a Papanicolaou (Pap) test every 2 to 3 yr until age 65, are recommended. At age 65, testing can be stopped if results of the previous 2 consecutive tests were normal. If women 65 have not had regular Pap tests, they should have at least 2 negative tests, 1 yr apart, before testing is stopped. Once Pap testing has been stopped, it is restarted only if new symptoms or signs of a possible disorder develop. If women have had a hysterectomy, Pap tests are required only if cervical tissue remains.

For pelvic examination, patients who lack hip mobility may lie on their left side. Postmenopausal reduction of estrogen leads to atrophy of the vaginal and urethral mucosa; the vaginal mucosa appears dry and lacks rugal folds. The ovaries should not be palpable 10 yr after menopause; palpable ovaries suggest cancer. Patients should be examined for evidence of prolapse of the urethra, vagina, cervix, and uterus. They are asked to cough to check for urine leakage and intermittent prolapse.

Musculoskeletal System

Joints are examined for tenderness, swelling, subluxation, crepitus, warmth, redness, and other abnormalities, which may suggest a disorder:

  • Heberden nodes (bony overgrowths at the distal interphalangeal joints) or Bouchard nodes (bony overgrowths at the proximal interphalangeal joints): Osteoarthritis

  • Subluxation of the metacarpophalangeal joints with ulnar deviation of the fingers: Chronic RA

  • Swan-neck deformity (hyperextension of the proximal interphalangeal joint with flexion of the distal interphalangeal joint) and boutonnière deformity (hyperextension of the distal interphalangeal joint with flexion of the proximal interphalangeal joint): RA

These deformities may interfere with functioning or usual activities.

Active and passive range of joint motion should be determined. The presence of contractures should be noted. Variable resistance to passive manipulation of the extremities (gegenhalten) sometimes occurs with aging.

Feet

Diagnosis and treatment of foot problems, which become common with aging, help elderly people maintain their independence. Common age-related findings include hallux valgus, medial prominence of the 1st metatarsal head with lateral deviation and rotation of the big toe, and lateral deviation of the 5th metatarsal head. Hammer toe (hyperflexion of the proximal interphalangeal joint) and claw toe (hyperflexion of the proximal and distal interphalangeal toe joints) may interfere with functioning and daily activities. Toe deformities may result from years of wearing poorly fitting shoes or from RA, diabetes, or neurologic disorders (eg, Charcot-Marie-Tooth disease). Occasionally, foot problems indicate other systemic disorders (see Table: Foot Manifestations of Systemic Disorders).

Patients with foot problems should be referred to a podiatrist for regular evaluation and treatment.

Neurologic System

Neurologic examination for elderly patients is similar to that for any adult. However, nonneurologic disorders that are common among elderly people may complicate this examination. For example, visual and hearing deficits may impede evaluation of cranial nerves, and periarthritis (inflammation of tissues around a joint) in certain joints, especially shoulders and hips, may interfere with evaluation of motor function.

Signs detected during the examination must be considered in light of the patient’s age, history, and other findings. Symmetric findings unaccompanied by functional loss and other neurologic symptoms and signs may be noted in elderly patients. Clinicians must decide whether these findings justify a detailed evaluation to check for a neurologic lesion. Patients should be reevaluated periodically for functional changes, asymmetry, and new symptoms.

Cranial nerves

Evaluation may be complex.

Elderly people often have small pupils; their pupillary light reflex may be sluggish, and their pupillary mitotic response to near vision may be diminished. Upward gaze and, to a lesser extent, downward gaze are slightly limited. Eye movements, when tracking an examiner’s finger during evaluation of visual fields, may appear jerky and irregular. Bell phenomenon (reflex upward movement of the eyes during closure) is sometimes absent. These changes occur normally with aging.

In many elderly people, sense of smell is diminished because they have fewer olfactory neurons, have had numerous upper respiratory infections, or have chronic rhinitis. However, asymmetric loss (loss of smell in one nostril) is abnormal. Taste may be altered because the sense of smell is diminished or because patients take drugs that decrease salivation.

Visual and hearing deficits may result from abnormalities in the eyes and ears rather than in nerve pathways.

Motor function

Patients can be evaluated for tremor during handshaking and other simple activities. If tremor is detected, amplitude, rhythm, distribution, frequency, and time of occurrence (at rest, with action, or with intention) are noted.

Muscle strength

Elderly people, particularly those who do not do resistance training regularly, may appear weak during routine testing. For example, during the physical examination, the clinician may easily straighten a patient’s elbow despite the patient’s effort to sustain a contraction. If weakness is symmetric, does not bother the patient, and has not changed the patient’s function or activity level, it is likely to be clinically insignificant. Increased muscle tone, measured by flexing and extending the elbow or knee, is a normal finding in elderly people; however, jerky movements during examination and cogwheel rigidity are abnormal.

Sarcopenia (a decrease in muscle mass) is a common age-related finding. It is insignificant unless accompanied by a decline or change in function (eg, patients can no longer rise from a chair without using chair arms). Sarcopenia affects the hand muscles (eg, interosseous and thenar muscles) in particular. Weak extensor muscles of the wrist, fingers, and thumb are common among patients who use wheelchairs because compression of the upper arm against the armrest injures the radial nerve. Arm function can be tested by having patients pick up an eating utensil or touch the back of their head with both hands.

Coordination

Motor reaction time and motor coordination are tested. Reaction time often increases with age, partly because conduction of signals along peripheral nerves slows. Coordination decreases because of changes in central mechanisms, but this decrease is usually subtle and does not impair function.

Gait and posture

All components of gait should be assessed; they include initiation of walking; step length, height, symmetry, continuity, and cadence (rhythm); velocity (speed of walking); stride width; and walking posture. Sensation, musculoskeletal and motor control, and attention, which are necessary for independent, coordinated walking, must also be considered.

Normal age-related findings may include the following:

  • Shorter steps, possibly because calf muscles are weak or because balance is poor

  • Reduced gait velocity in patients > 70 because steps are shorter

  • Increased time in double stance (when both feet are on the ground), which may be due to impaired balance or fear of falling

  • Reduced motion in some joints (eg, ankle plantar flexion just before the back foot lifts off, pelvic motion in the frontal and transverse planes)

  • Slight changes in walking posture (eg, greater downward pelvic rotation, possibly due to a combination of increased abdominal fat, abdominal muscle weakness, and tight hip flexor muscles; a slightly greater turn-out of the toes, possibly due to loss of hip internal rotation or to an attempt to increase lateral stability)

In people with a gait velocity of < 1 m/sec, mortality risk is significantly increased.

Aging has little effect on walking cadence or posture; typically, the elderly walk upright unless a disorder is present ( Some Causes of Gait Dysfunction).

Some Causes of Gait Dysfunction

Problem

Possible Causes

Pain, weakness, and numbness that occurs during walking and lessens during sitting

Spinal stenosis

Difficulty initiating walking

Frontal or subcortical disorders

Isolated gait initiation failure

Parkinson disease

Trunk instability (eg, sway)

Arthritis in the hips or knees

Cerebellar, subcortical, or basal ganglia dysfunction

Leaning forward during walking

Osteoporosis with kyphosis

Step asymmetry

Focal neurologic deficit

Pain or weakness in one leg

Unilateral musculoskeletal deficit

Step discontinuity

Fear of falling

Frontal disorder

Step length or height abnormalities

Arthritis

Foot problem

Stroke

Stride width abnormalities

Cerebellar disorders

Hip disorders

Normal-pressure hydrocephalus

Overall postural control is evaluated using Romberg test (patients stand with feet together and eyes closed). Safety is paramount, and a clinician doing the Romberg test must be in position to prevent the patient from falling. With aging, postural control is often impaired, and postural sway (movement in the anteroposterior plane when patients remain stationary and upright) may increase.

Reflexes

The deep tendon reflexes are checked. Aging usually has little effect on them. However, eliciting the Achilles tendon reflex may require special techniques (eg, testing while patients kneel with their feet over the edge of a bed and with their hands clasped). A diminished or absent reflex, present in nearly half of elderly patients, may be normal. It occurs because tendon elasticity decreases and nerve conduction in the tendon’s long reflex arc slows. Asymmetric Achilles tendon reflexes usually indicate a disorder (eg, sciatica).

Cortical release reflexes (known as pathologic reflexes), which include snout, sucking, and palmomental reflexes, commonly occur in elderly patients without detectable brain disorders (eg, dementia). Babinski reflex (extensor plantar response) in elderly patients is abnormal; it indicates an upper motor neuron lesion, often cervical spondylosis with partial cord compression.

Sensation

Evaluation of sensation includes touch (using a skin prick test), cortical sensory function, temperature sense, proprioception (joint position sense), and vibration sense testing. Aging has limited effects on sensation. Many elderly patients report numbness, especially in the feet. It may result from a decrease in size of fibers in the peripheral nerves, particularly the large fibers. Nonetheless, patients with numbness should be checked for peripheral neuropathies. In many patients, no cause of numbness can be identified.

Many elderly people lose vibratory sensation below the knees. It is lost because small vessels in the posterior column of the spinal cord change. However, proprioception, which is thought to use a similar pathway, is unaffected.

Mental status

A mental status examination is important (see also Examination of Mental Status). Patients who are disturbed by such a test should be reassured that it is routine. The examiner must make sure that patients can hear; hearing deficits that prevent patients from hearing and understanding questions may be mistaken for cognitive dysfunction. Evaluating the mental status of patients who have a speech or language disorder (eg, mutism, dysarthria, speech apraxia, aphasia) can be difficult.

Orientation may be normal in many patients with dementia or other cognitive disorders. Thus, evaluation may require questions that identify abnormalities in consciousness, judgment, calculations, speech, language, praxis, executive function, or memory, as well as orientation. Abnormalities in these areas cannot be attributed solely to age, and if abnormalities are noted, further evaluation, including a formal test of mental status (see Mental status), is needed.

With aging, information processing and memory retrieval slow but are essentially unimpaired. With extra time and encouragement, patients do such tasks satisfactorily (unless a neurologic abnormality is present).

Nutritional Status

Aging changes the interpretation of many measurements that reflect nutritional status in younger people. For example, aging can alter height. Weight changes can reflect alterations in nutrition, fluid balance, or both. The proportion of lean body mass and body fat content changes. Despite these age-related changes, body mass index (BMI) is still useful in elderly patients, although it underestimates obesity. Waist circumference and waist-to-hip ratio have been used instead. Risks due to obesity are increased if the waist circumference is > 102 cm (> 40 in) in men and > 88 cm (> 35 in) in women or if the waist-to-hip ratio is > 0.9 in men and > 0.85 in women.

If abnormalities in the nutrition history (eg, weight loss, suspected deficiencies in essential nutrients) or BMI are identified, thorough nutritional evaluation, including laboratory measurements, is indicated.

Key Points

  • Valuable information about a patient’s function can be gained by observing the patient.

  • Physical examination should include all systems, particularly mental status, and may require 2 sessions.

Comprehensive geriatric assessment

Comprehensive geriatric assessment is a multidimensional process designed to assess the functional ability, health (physical, cognitive, and mental), and socioenvironmental situation of elderly people.

The comprehensive geriatric assessment specifically and thoroughly evaluates functional and cognitive abilities, social support, financial status, and environmental factors as well as physical and mental health ( A Geriatric Assessment Instrument). Ideally, a regular examination of elderly patients incorporates many aspects of the comprehensive geriatric assessment, making the 2 approaches very similar. Assessment results are coupled with sustained individually tailored interventions (eg, rehabilitation, education, counseling, supportive services).

The cost of geriatric assessment limits its use. Thus, this assessment may be used mainly in high-risk elderly patients, such as the frail or chronically ill (eg, identified via mailed health questionnaires or interviews in the home or meeting places). Family members may also request a referral for geriatric assessment.

Assessment can have the following benefits:

  • Improved care and clinical outcomes

  • Greater diagnostic accuracy

  • Improved functional and mental status

  • Reduced mortality

  • Decreased use of nursing homes and acute care hospitals

  • Greater satisfaction with care

If elderly patients are relatively healthy, a standard medical evaluation may be appropriate.

Comprehensive geriatric assessment is most successful when done by a geriatric interdisciplinary team (typically, a geriatrician, nurse, social worker, and pharmacist). Usually, assessments are done in an outpatient setting. However, patients with physical or mental impairments and chronically ill patients may require inpatient assessment.

A Geriatric Assessment Instrument

Domain

Item

Daily functional ability

Degree of difficulty eating, dressing, bathing, transferring between bed and chair, using the toilet, and controlling bladder and bowel

Degree of difficulty preparing meals, doing housework, taking drugs, going on errands (eg, shopping), managing finances, and using the telephone

Assistive devices

Use of personal devices (eg, cane, walker, wheelchair, oxygen)

Use of environmental devices (eg, grab bars, shower bench, hospital bed)

Caregivers

Use of paid caregivers (eg, nurses, aides)

Use of unpaid caregivers (eg, family members, friends, volunteers)

Drugs

Name of prescription drugs used

Name of nonprescription drugs used

Nutrition

Height, weight

Stability of weight (eg, Has the patient lost 4.54 kg [10 lb] in the past 6 mo without trying?)

Preventive measures

Regularity of BP measurements, guaiac test for occult blood in stool, sigmoidoscopy or colonoscopy, immunizations (influenza, pneumococcal, tetanus), thyroid-stimulating hormone assessment, and dental care

Intake of calcium and vitamin D

Regularity of exercise

Use of smoke detectors

Cognition

Ability to remember 3 objects after 1 min

Affect

Feelings of sadness, depression, or hopelessness

Lack of interest or pleasure in doing things

Advance directives

Possession of a living will

Establishment of durable power of attorney for health care

Substance abuse

Use of alcohol

Use of cigarettes

Gait and balance

Number of falls in the past 6 mo

Time required to rise from a chair, walk 3.05 m (10 ft), turn around, return, and sit down

Extent of maximal forward reach while standing

Sensory ability

Ability to report 3 numbers whispered 0.61 m (2 ft) behind the head

Ability to read Snellen chart at 20/40 or better (with corrective lenses, if needed)

Upper extremities

Ability to clasp hands behind the head and back

Assessment Domains

The principal domains assessed are

  • Functional ability: Ability to do activities of daily living (ADLs) and instrumental ADLs (IADLs) are assessed. ADLs include eating, dressing, bathing, transferring between the bed and a chair, using the toilet, and controlling bladder and bowel. IADLs enable people to live independently and include preparing meals, doing housework, taking drugs, going on errands, managing finances, and using a telephone.

  • Physical health: History and physical examination should include problems common among the elderly (eg, problems with vision, hearing, continence, gait, and balance).

  • Cognition and mental health: Several validated screening tests for cognitive dysfunction (eg, mental status examination—see Examination of Mental Status) and for depression (eg, Geriatric Depression Scale [ Geriatric Depression Scale (Short Form)], Hamilton Depression Scale) can be used.

  • Socioenvironmental situation: The patient’s social interaction network, available social support resources, and special needs and the safety and convenience of the patient’s environment are determined, often by a nurse or social worker. Such factors influence the treatment approach used. A checklist can be used to assess home safety.

Standardized instruments make evaluation of these domains more reliable and efficient ( A Geriatric Assessment Instrument). They also facilitate communication of clinical information among health care practitioners and monitoring of changes in the patient’s condition over time.

Geriatric Depression Scale (Short Form)

Question

Response

1. Are you basically satisfied with your life?

Yes

No

2. Have you dropped many of your activities and interests?

Yes

No

3. Do you feel that life is empty?

Yes

No

4. Do you often get bored?

Yes

No

5. Are you in good spirits most of the time?

Yes

No

6. Are you afraid that something bad is going to happen to you?

Yes

No

7. Do you feel happy most of the time?

Yes

No

8. Do you often feel helpless?

Yes

No

9. Do you prefer to stay at home rather than go out and do new things?

Yes

No

10. Do you feel you have more problems with memory than most?

Yes

No

11. Do you think it is wonderful to be alive now?

Yes

No

12. Do you feel pretty worthless the way you are now?

Yes

No

13. Do you feel full of energy?

Yes

No

14. Do you feel that your situation is hopeless?

Yes

No

15. Do you think that most people are better off than you are?

Yes

No

Score: One point for “No” to questions 1, 5, 7, 11, 13.

One point for “Yes” to other questions.

  • Normal = 3 ± 2

  • Mildly depressed = 7 ± 3

  • Very depressed = 12 ± 2

> 5 points suggests depression and warrants a follow-up evaluation.

≥ 10 points almost always indicates depression.

Adapted from Sheikh JI, Yesavage JA: Geriatric depression scale (GDS): Recent evidence and development of a shorter version. In Clinical Gerontology: A Guide to Assessment and Intervention, edited by TL Brink. Binghamton, NY, Haworth Press, 1986, pp. 165–173. © by The Haworth Press, Inc. All rights reserved. Reprinted with permission.

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