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Key Factor Two: Person-Centered Planning

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A Story

Ralph Waddell’s wife recently died suddenly after 45 years of marriage. He has numerous health problems including diabetes and high blood pressure, and he always relied on his wife to help him. She knew how to test his blood sugars and adjust his insulin, cooked healthy meals and fussed when she saw him sneaking sweets. She also walked in the neighborhood with him, which helped him keep his weight and blood pressure under control and gave them opportunities to visit neighbors. Since his wife’s death, Mr. Waddell’s health has deteriorated. He feels depressed, has gained ten pounds, and went to the emergency room twice when he became sick due to blood sugar fluctuations. He has recently had trouble walking due to a sore on his foot which won’t heal.

A doctor at the emergency room referred him to a home health case manager, who came to see him and plan for his needs. Based on the medical information in his chart and her assessment, the case manager planned for him to receive in-home services from a nurse and a home health aide for health evaluation, nutritious meals and basic home-making services. However, Mr. Waddell is becoming increasingly depressed. He hates eating meals alone and misses his neighborhood walks. His friends are all married and do not stop by as often as they used to. He knows that there is a Senior Center near where he lives and his neighbor told him it was a great place to go and meet people. He has heard that they will teach seniors how to use computers, and he wants to learn how to email his daughter who lives in another state. However, he doesn’t know what other services they provide or how he would get there.

Mr. Waddell has been the recipient of planning that was not person-centered. The case manager arranged for his medical needs to be attended, apparently without asking him what he wants and without taking into account his social and psychological needs.  Attention was paid to his health and safety without understanding his life goals or his need to connect to other people in his community. A plan was developed without a larger context of meaning for Mr. Waddell.

What is Person-centered Planning?

Person-centered planning is comprehensive life-planning, taking into account not only what the person needs for health and safety, but also personal goals and lifestyle preferences. It occurs from the person’s point of view, with his direct involvement and decision-making authority. Each person is different and has different life goals and preferences, so there is no previously held assumption that a particular service or program will be the right one. Services and supports are planned after hearing the person’s story—his strengths, his struggles, his wishes for life and how he believes his needs can be met.

The Person-centered planning process proceeds with an understanding of the importance of the person’s community connections and personal relationships. Planning includes and enhances natural supports from family, friends and community that already exist and looks for opportunities to expand relationships. This is particularly important as older adults’ social networks diminish and they must rely more and more on family and close friends to support their needs. Formal services do not take the place of naturally occurring supports but rather fill in the gaps and reinforce them. The plan also addresses how to support family caregivers as they try to fulfill this sometimes demanding role.

For older adults, it is also important that planning include future contingencies. With sometimes rapid changes occurring in bodily functioning and health, finances, and deaths of friends and family, it is important to plan for “what if” something happens. This includes advance directives, health care and financial powers of attorney, and planning for finances. It also includes the daily “what ifs” such as the service provider not showing up, a family caregiver getting sick, an ice storm breaking a power line, running out of medicine, etc. Planning is ongoing and responsive to changes that are occurring in the older adult’s life.

In the example above, a Person-centered planning process would have been focused on Mr. Waddell’s goals and how he wanted to live his life. Planning would have taken into account his recent loss and how that affected not only his health but his psychological and emotional well-being. The plan would have included how he wanted to address his new needs for companionship, stimulation and social interaction as well as his health care needs. With his permission, the process would have included other important people in his life, such as his friends and his daughter. The plan would have included formal services as well as informal supports provided by family, friends, neighbors and other community resources. Finally, the team would have addressed contingency plans and a way to respond to Mr. Waddell’s changing needs.

Resources

While many of the earlier person-centered planning processes have their roots in supporting people with developmental disabilities, the processes have spread and been modified to accommodate many other populations including older adults and adults at the end of life.  In addition, parallel processes have been developing through providers of services and advocates for older adults, moving away from more medically oriented care models to individualized person-centered models embracing choice and autonomy.

The following websites provide more information about some of the person-centered processes and principles that are being used to support older adults:

The Council on Quality and Leadership--http://www.thecouncil.org/base.aspx?id=1170

The Learning Community for Person-Centered Practices--http://www.learningcommunity.us/aging.htm

Helen Sanderson Associates--http://www.helensandersonassociates.co.uk/reading-room/who-/older-people.aspx

University of New Hampshire Institute on Disability--http://iod.unh.edu/Services/eventdetail/10-10-11/Person-Centered_Planning_for_Older_Adults.aspx

http://www.dhh.louisiana.gov/offices/publications/pubs-105/PCP%20Presentation%202-09.pdf

Inclusive Solutions—http://www.inclusive-solutions.com/pcplanning.asp

Person-Centered initiatives in Medicaid--http://www.cms.gov/CommunityServices/30_RCSC.asp

Pioneer Network--www.pioneernetwork.net

Eden Alternative--www.edenalt.org

Quality Long Term Care Commission--http://www.qualitylongtermcarecommission.org/

American Health Care Association’s Quality First Initiative--http://www.ahcancal.org/quality_improvement/quality_first_initiative/Pages/default.aspx


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