Expert Led Session:
‘The Assessment of the Older Person’
Dr Gareth Thomas
Dr Mark Worthington
Consultant Psychiatrists for Older People
Lancashire Care NHS Foundation Trust
• Features in both Paper A and B
• Old Age CASC Scenarios from this presentation
History taking from patient and informant
Aims and Objectives
– Gain an overview of the assessment of an older person
– Understand the principles of assessing the older person
which includes history taking, mental state examination,
risk assessment and a holistic formulation
– Understand the basics of a cognitive assessment
– Understand the importance of assessing for delirium in the
• Mental State Examination
• Focused Physical Examination
• Risk Assessment
• Multidisciplinary Management Plan
• Who made the referral?
• Is the patient already known to MH Services or is this
a new referral?
• What has been their journey to this point?
• Has the patient come from home or are they in a
care setting? (what type?)
• Detained under MHA (1983) or DOLS?
• Why the patient has presented
• What What is the patients perception of their
• Most distressing symptom(s)
History of Presenting Complaint
Onset and evolution of symptoms
Is this a new problem?
When did they last feel like their old self?
Has there been any recent trigger events
Changes in the social situation
Changes to physical health
Changes in care patterns
• Has the patient sought any help so far?
• What interventions have occurred so far?
Relevant Psychiatric History
Current or previous diagnoses?
Admissions to hospital - ?under MHA
Are there any specific relapse signs?
Interventions and their success… if not successful
then why not?
• Does the patient engage with services?
• Informant history/ review old notes / discuss with
relevant teams and GP
• Comorbidity common
• Information from GP
• May need general medical notes
• Are they under a specialist currently – who & where?
• Any investigations ongoing?
• Do we need to liaise with other specialties?
• Polypharmacy is common
• Find out any recent changes in medications
• Compliance – does patient know what and why they are
• Don’t forget OTC medicines & allergies
• Who gives the medications?
• Is this with the assistance of carers or does the patient self
• Psychiatric illness
• Neurological diseases
Personal and Social History
• Not always easy at the first interview
• Overview from birth to now
• Can help to put problems into context
• Level of education and occupational history indicates levels of
expectation in formal cognitive assessments
• Current situation important
Care packages and what they help with
Any deficits identified in care
Are there any Lasting Powers of Attorney for health or finances?
Alcohol And Drug History
• Never assume the older person doesn’t drink or take drugs
• Every patient must be asked!
• Drinking pattern:
Estimate units consumed in average week
Features of harmful use or dependence?
May be reflection of bereavement or isolation or may be a long
• Explore previous criminal convictions
• Any pending cases?
• Difficulties in later life might be pointer to developing
(Lots of high profile celebrity cases involving the older person
highlights the importance of asking about this)
How would the patient describe themselves when well?
How would others describe them?
How do they usually cope with difficulties / stress?
How outgoing are they usually?
• Have social/life changes meant previous abnormal personality
traits have surfaced now?
Mental State Assessment
Mental State Examination
Appearance and Behaviour
Cognitions (we will focus on this aspect in a few
The Assessment of Capacity
• This is a complex assessment and is decision
• It is important for complex decisions such as
admission to hospital, treatment and
placement decisions that a record of the
patient’s capacity is documented and acted on
NB: There is an MRCPsych LEP specifically about the Legal
aspects of OA Psychiatry in year 2 which covers Capacity
Physical Health Review
• Full systems review
• Focused examination (based on hx and presenting complaint)
• Bloods, urine studies and relevant imaging important
• Must act on findings
• Discuss with seniors and refer if appropriate
NB: There is an MRCPsych LEP specifically about Delirium
‘The possibility of beneficial and harmful outcomes and the
likelihood of their occurrence in a stated timescale’
Risk Assessment (Safety Profile), An Introduction To The Arrangements For
Risk Assessment In Lancashire Care NHS Trust
• These are elements that should be thought about when
assessing patient and brought together in formulating the risk
– Suicide/self harm risks
– Neglect/history of neglect
– Harm to others
– Treatment/illness related risks
– Substance misuse
– Social circumstances
• Risk should be assessed regularly & be multidisciplinary
•Problem & assessment
•Treatment / Management plan (MDT)
What is cognitive assessment?
– Not just memory
– Includes other higher cortical functions such as
orientation, perception, language, planning,
judgement, & comprehension
• Cognitive assessment
– Starts with history taking
– It is useful to be aware of the relation of function to
different brain areas
regulation, & personality
• Verbal memory
• Visual memory
• Writing (dysgraphia)
• Receptive dysphasia
• Naming / agnosia
• Constructional apraxia
• Neglect / inattention
• Luria (hand sequence)
• Go-no-go (inhibitory control)
• Similarities (conceptualisation)
• Cognitive estimates (abstraction)
• Letter / category fluency (initiation)
History taking & Assessment
• What problems have they / others noticed with their
memory? (if any)
Do they struggle to remember days / dates?
Have they forgotten recent events?
Do they forget appointments / medication ?
Do they tend to misplace things around the home?
Do they ask repetitive questions?
Do they ever get lost / struggle with route finding?
– When did the symptoms start? Was it sudden?
– Have they progressed slowly & steadily or step-wise?
History taking continued…
• Enquire about symptoms in other cognitive domains
Attention and alertness (including fluctuations)
Language: Speech / Reading / Writing
Executive function (planning, multitasking etc.)
Spatial & perceptual functioning
• Activities of daily living (ADLs)
– Are they still able to do their domestic tasks
– Any problems using household appliances / managing finances / driving?
– Do they need assistance?
• Psychological and behavioural symptoms
Any changes in personality / out of character behaviours?
Features of depression or anxiety?
Delusions or hallucinations?
Changes in sleep / appetite?
• Past psychiatric history
– History of treatment for depression
• Past medical history
– Vascular risk factors / CVA
– Gait changes / falls
– Bowel and bladder problems
• Family History
– Psychiatric or neurological illness
• Personal History
– Age on leaving education; occupation
– Drug & alcohol history
– E.g. Self-neglect, driving, wandering, falls, fire, medication, financial abuse,
aggression, carer stress, lack of insight
Cognitive Assessment: The
Basic Screening Tests
• MMSE© / AMTS
• Quick & easy to use
• Limited range of abilities
– Don’t measure executive functioning
– Poor memory assessment
– Poor sensitivity
• Other standard tools: e.g. MOCA / ACE-III
For an informal assessment you don’t have to,
or can’t always use a standardised tool….
Sometimes you have to improvise
A simple mnemonic
Time: Please can you tell me…..
What time of day it is? (approx.)
What day of the week it is today?
What is the date?
What month is it now?
What year is it?
Place: Could you tell me……
What is the name of this building?
What floor of the building are we on?
Which town / city are we in?
What is the name of the county?
What country are we in now?
• Tell the patient you are going to say three words which
you would like them to repeat
• Can repeat the instruction up to five times
• Inform them you will be asking again later
Month of the year in reverse
Language & Comprehension
– 2 objects
– Multi-stage instruction
– Words and sentence
– Read and follow sentence
– Ask to write sentence of their
Memory / Recall
– Ask them to repeat the items
– What is the name of the current
– What year did World War II end?
– 3 stage Luria task
– Alternating hand movements
Apple and orange?
Table and chair?
Tennis & rugby?
Poem & statue?
• Copy wire diagram
• Draw clock face
• A structured approach is important
• Have low threshold for cognitive assessment
• Devise a way of remembering the areas to be
• A holistic approach to assessment / management is
• Cognitive assessment is easy if you’ve practiced!
– With each other
– But especially with real patients
• Butler R., Pitt B. Seminars In Old Age Psychiatry. Royal College Of
Psychiatrists. Gaskell. 1993
• Risk Assessment (Safety Profile), An Introduction To The Arrangements For
Risk Assessment In Lancashire Care NHS Trust
• Young J, Meagher D, & MacLullich A. Cognitive assessment of older
people. BMJ 2011;343: d5042 www.bmj.com/content/343/bmj.d5042
• For more detailed information on cognitive assessment the following is a
useful and succinct article:
– C M Kipps, J R Hodges. Cognitive assessment for clinicians. Journal of
Neurology, Neurosurgery & Psychiatry 2005;76:i22-i30