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42. Fragility Fracture Network (2020) Fragility fracture network policy toolkit. Fragility Fracture Network, Zurich
43. Osuna PM, Ruppe MD, Tabatabai LS (2017) Fracture Liaison Services: multidisciplinary approaches to secondary fracture prevention. Endocr Pract 23(2):199–206
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The Nursing Role inOrthogeriatric
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Comprehensive Geriatric Assessment (CGA)
LouiseBrent, LinaSpirgienė, NiamhO’Regan, andBridDiggin
6.1 Introduction
In 2023, the population of the world exceeded eight billion for the rst time, and as it continues to grow, so does the proportion of older adults. This can be seen as a positive result of the advancement of modern medicine and the evolution of special­ties and interventions specic to the care of older people. However, as people age, they develop more chronic conditions, requiring more medications and needing more healthcare resources to support them. Globally, there is a need to focus on how to support the health and well-being of older people without risking overburdening stretched and/or resource-limited health services. It is widely accepted that, in many countries, fragility fractures will continue to rise in accordance with an increasing older population.
Healthcare professionals will encounter patients with fractures in a variety of clinical settings such as general practice, emergency departments, fall clinics, inter­mediate care services, acute medical wards, rehabilitation, convalescence services,
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L. Brent (*) National Ofce of Clinical Audit, Dublin, Ireland e-mail: louisebrent@noca.ie
L. Spirgienė Medical Academy, Faculty of Nursing, Department of Nursing, Lithuanian University of Health Sciences, Kaunas, Lithuania e-mail: lina.spirgiene@lsmuni.lt
N. O’Regan University Hospital Waterford, Waterford, Ireland e-mail: Niamh.oregan5@hse.ie
B. Diggin University Hospital Kerry, Kerry, Ireland e-mail: brid.diggin@hse.ie
© The Author(s) 2024 K. Hertz, J. Santy-Tomlinson (eds.), Fragility Fracture and Orthogeriatric Nursing, Perspectives in Nursing Management and Care for Older Adults,
https://doi.org/10.1007/978-3-031-33484-9_6
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their own homes, and long-term residential care homes. Older people with fragility fractures are a diverse group, and their care needs are complex. Although some have comparatively few underlying health problems, many have a series of intercon­nected illnesses and psychological and social problems requiring a range of health and social care interventions. Following a fragility fracture, it is often social and functional decline relating to frailty and vulnerability that has the biggest impact on an older person’s ability to maintain independence (Chap. 3).
Throughout this book, there is reference to orthopaedic and geriatric co­management of patients with or at risk of a fragility fracture, known as orthogeriat­ric care. Although the orthogeriatric speciality is well established in some countries, it is not common in many others. The primary focus of orthogeriatric care is to ensure that those older adults admitted with a fragility fracture receive as high a standard of care in an orthopaedic unit as they would in a setting specialising in the care of the older adult. The care should provide excellent orthopaedic surgical man­agement as well as excellent geriatric care, in a way that is collaborative, interdisci­plinary and person-centred.
Evidence about how best to care for fragility fracture patients has been garnered from the ever-growing number of national clinical audits around the globe [1]. The objectives of these are usually to collect data about the care, standards and outcomes of those with a hip fracture. In some countries, this has recently evolved to capture evidence about other non-hip fragility fractures. This data has become a powerful driver for the development of orthogeriatric services in many countries including England, Ireland, Scotland, Wales, Northern Ireland, Australia, Denmark, Sweden, Norway, Spain and Canada. The audits gather and analyse information about all aspects of care including, as a core data set, geriatric review, bone health and spe­cialist fall assessment. Some audits have been evolving to capture nutritional screen­ing and delirium assessment, alongside functional and quality-of-life measures.
The term ‘geriatric syndrome’ encompasses older adults’ common health prob­lems that do not t into distinct organ-specic disease categories and that have multifactorial causes including frailty (Chap. 3), cognitive impairment (Chap. 12), delirium, incontinence, malnutrition (Chap. 11), falls (Chap. 4), gait disorders, pres­sure ulcers/injuries (Chap. 9), sleep disorders, sensory decits, fatigue and dizzi­ness. These can all lead to lowered quality of life (QoL) and increased disability [2].
To diagnose these geriatric syndromes, a comprehensive, interdisciplinary geri­atric assessment should be performed, undertaken as part of the orthogeriatric assessment as an essential aspect of orthogeriatric care. There is compelling evi­dence that improves outcomes for older adults. Early orthogeriatrician review helps avoid delay to surgery, improves perioperative care and expedites rehabilitation and discharge planning [3]. Problems that relate to ageing such as functional impair­ment and dementia are common and often unrecognised or adequately addressed by other healthcare professionals. Identifying problems specic to ageing so that inter­ventions can be tailored to meet the individual’s needs when they also have a fragil­ity fracture requires a detailed and comprehensive assessment. This helps clinicians manage these conditions and prevent or delay their progression, deterioration and
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Fig. 6.1 The three pillars of the fragility fracture care continuum (Adapted from Fragility Fracture Network https://fragilityfracturenetwork.org/)
complications. This must be conducted collaboratively by the whole interdisciplin­ary team so that the skills of each team member can contribute to building a picture of the patient’s needs through the entire care continuum (Fig.6.1). Nursing and other practitioners’ assessment are a signicant part of this process.
The aim of this chapter is to outline the nursing role in supporting the care of older adults who have sustained a fragility fracture. This will focus on how the nurse’s role is integrated into the interdisciplinary team, who have a combined goal to ensure that the patient receives a comprehensive (ortho)geriatric assessment (CGA).
6.2 Learning Outcomes
At the end of this chapter, and following further study, the practitioner will be able
to
• Explain the principles of comprehensive (ortho)geriatric assessment (CGA)
from a nursing perspective.
• Identify how the CGA process applies to the whole interdisciplinary team.
• Discuss the nursing contribution to comprehensive assessment of the older per-
son with fragility fracture.
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6.3 The Purpose ofCGA
A 2017 Cochrane systematic review found that those patients who were cared for based on CGA while they are inpatients were more likely to be discharged home as well as more likely to survive admission to hospital, have good outcomes and return home [4]. The better an older person’s health and well-being are understood, the more effective interventions are likely to be. This enables the orthogeriatric team to manage other health issues and threats at the same time as the fracture. The British Geriatric Society (2021) dened CGA as ‘a multidimensional, interdisciplinary
diagnostic process to determine medical, physiological and functional capabilities of a frail older person in order to develop a coordinated and integrated care plan for treatment and long term follow-up’. The process of CGA is coordinated, com-
municated and person-centred and involves ve central assessment themes [5]:
• Environmental
• Functional
• Social networks
• Medical
• Psychological/cognitive
Assessment involves collecting information about a person’s circumstances and needs and making sense of that information to help in decision-making about what support, treatment and care are needed; it should be timely and comprehensive.
The assessment of older adults differs from standard medical/health review in three
ways
1. It focuses on older adults with complex problems.
2. It emphasises functional status and quality of life.
3. It takes advantage of an interdisciplinary team.
The gathering of information as part of CGA is not the responsibility of the geri­atrician/physician in isolation. Their skill is in interpreting the data and recommend­ing a course of action to resolve the challenges identied. An ongoing and interdisciplinary approach to assessment is essential to obtain the broadest under­standing of the person’s well-being prior to their admission or fall. A multidimen­sional assessment considers medical comorbidities, physical and baseline functional ability, and environmental and social factors affecting the person with a fracture. From this assessment, an integrated personalised plan of care can be developed, applying not only to the peri-operative period but also in the rehabilitation and tran­sitional care to home and community services.
Nurses and other allied health professionals take an active part in the CGA pro­cess, with getting to know the person, their strengths and needs being an important rst step in effective care [6]. This reects the APIE (assessment, planning, imple­mentation and evaluation) approach familiar to nurses. Comprehensive assessment can also facilitate the identication of individual needs and identication of risks that might impact care outcomes and inform effective discharge planning [7].
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The rst step in CGA is to identify those individuals who are likely to benet from this process alongside the orthogeriatric team approach. According to NICE (2016) [8], older people who present because of a fall, immobility, dementia or delirium; have polypharmacy or incontinence; or are approaching the end of life should receive CGA.
Following a fragility fracture, the most common vehicle for CGA is that of orthoge­riatric assessment. The Scottish, UK, Irish and Australian guidelines on hip fracture care all recommend that CGA-orthogeriatric assessment should take place within 3days of admission. Both the Scottish and Irish standards state that this assessment could be undertaken by either a geriatrician/physician or a specialist nurse with experience in the management of older people; the geriatrician or specialist nurse is not responsible for obtaining all of the information required, but synthesise the information, identify inter­ventions and formulate a plan of care. The Scottish guidelines [9] recommend that the following should be considered part of CGA for orthogeriatric patients:
• Assessment of comorbidities
• Assessment of functional abilities
• Medication review
• Cognitive assessment
• Nutritional assessment
• Assessment for sensory impairment
• Specialist fall assessment
• ECG
• Lying and standing blood pressures
• Continence review
• Assessment of bone health
• Discharge planning
The skill, at the heart of orthogeriatric care, is developing a comprehensive pic­ture of the potential impact of comorbidities and functional capacity to try to predict their potential impact on the patient’s recovery and rehabilitation following the frac­ture [9], and for this knowledge to direct care provision.
There is limited but evolving discussion about the role of nurses in the process of CGA.Nurses are integral to the interdisciplinary team, are often care coordinators and contribute to the assessment through their expertise in domains such as nutri­tion, pressure ulcers/injuries, cognition and continence. As demonstrated in both the Irish hip fracture and Scottish hip fracture guidelines, specialist nurses can under­take the key role of coordinator in CGA.
The key features of CGA [3] are that it involves
• Coordinated interdisciplinary assessment, so that each member of the team can
contribute expertise; the team is commonly made up of a geriatrician/physician,
nurse and therapists, but can involve other health professionals depending on clini-
cal needs.
• One team member leads the process as the coordinator or ‘case manager’.
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• Geriatric medicine expertise, so that the medical management of the patient’s
health problems can lead to interdisciplinary interventions.
• Identication of medical, physical, social and psychological problems so that a
comprehensive picture can be obtained and the impact of each of these understood.
• Formation of a plan of care that includes appropriate rehabilitation.
CGA should be initiated as soon as possible after admission by a skilled, senior member of the interdisciplinary team and used to identify reversible medical prob­lems, target rehabilitation goals and plan all the components of discharge and post­discharge support needs [10]. But it is not a one-off process, so should continue throughout the care process with constant review and evaluation.
To facilitate recording and sharing of assessment ndings, the interdisciplinary team should use and share documentation specically developed for the purpose to help clinicians to follow the process comprehensively and logically and in a way that is easily communicated within the team. The same process and documentation should follow the older person after discharge to home care and other community­based care facilities.
Performing a comprehensive assessment is an ambitious undertaking that can be more complex than it may initially seem (Box 6.1). Older people can struggle to recall their past medical history, and temporary or long-standing cognitive impairment can make it difcult for them to reliably answer questions. Resolving this involves skilled communication with the patient and collaboration with family and other people who know the individual well. Maximising communication by resolving problems with hearing and sight beforehand is also central to successful assessment.
Box 6.1 Areas of Assessment that Team Members May Choose to Assess
Depending on Patient Needs
• Current symptoms and illnesses and their functional impact
• Current medications, their indications and effects
• Relevant past illnesses
• Recent and impending life changes
• Objective measure of overall personal and social functionality
• Current and future living environment and its appropriateness to function and prognosis
• Family situation and availability
• Current caregiver network including its deciencies and potential
• Objective measure of cognitive status
• Objective assessment of mobility and balance
• Rehabilitative status and prognosis if ill or disabled
• Current emotional health and substance abuse
• Nutritional status and needs
• Disease risk factors, screening status and health promotion activities
• Services required and received
• Spiritual needs
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6.4 Dimensions ofComprehensive Geriatric Assessment
Comprehensive assessment involves looking not only at disease states as a stan­dard medical assessment would do, or at functional ability as a standard rehabili­tation assessment might do, but at a range of domains. By assessing each of these domains of health, a comprehensive assessment can be made, and the full nature of the individual’s problems identied. This process can be supported by using standardised scales and tools, or full formal assessment schemes such as the ‘interRAI’ assessment tools (www.interrai.org). Using standardised scales encour- ages consistent practice, helps to ensure safety (e.g. pressure ulcer/injury risk screening) and enables detection of serial changes. However, scales can also be time-consuming and clinically constraining. Clinicians undertaking CGA should consider the extent to which standardised approaches are helpful in their own set­ting [11]. Core components of CGA that should be considered during the assess­ment process are outlined in Table6.1, and the following sections consider some of these in more detail.
Table 6.1 Domains and suggested items for comprehensive geriatric assessment [10]
Domain Suggested items for assessment Physical health and medical conditions
Mental health and psychological status
Functioning Functional capacity: core functions such as mobility and balance,
Social circumstances Social support and networks
Environment Living situation: housing, comfort, facilities and safety, use or
Comorbid conditions and disease severity Medical review Nutritional status Polypharmacy Urinary continence Sexual function Vision/hearing Dentition Cognition Mood and anxiety Fears Goals of care Advance care preferences Spirituality
fall risk Activities of daily living Life roles that are important to the patient
Informal support available from family, wider network of friends and contacts, statutory care Financial concerns and poverty
potential use of ‘telehealth’ technology, transport facilities Accessibility to local resources
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6.4.1 Functional Status
Functional status refers to the ability to perform activities necessary or desirable in daily life. It is directly inuenced by health conditions, particularly in the context of an older person’s environment and social support network. Changes in functional status (e.g. not being able to bathe independently) should prompt further diagnostic evaluation and intervention. Measurement of functional status can be valuable in monitoring response to treatment and can provide prognostic information that assists in long-term care planning. With respect to the impact of functional status on activities of daily living (ADLs), an older person’s functional status can be assessed at three levels:
1. Basic activities of daily living (BADLs)
2. Instrumental or intermediate activities of daily living (IADLs)
3. Advanced activities of daily living (AADLs)
BADLs consider self-care tasks including bathing, dressing, toileting and main­taining continence, grooming, feeding and transferring. IADLs consider the ability to maintain an independent household including shopping for groceries, driving or using public transportation, using the telephone, performing housework, home maintenance, preparing meals, doing laundry, taking medication and handling nances.
Such is the importance of information about mobility and functional status that several national hip fracture audits have incorporated standardised assessment: for example, the New Mobility Score [12] to assess pre-fracture mobility and the Cumulative Ambulatory Score [13] to capture functional progress (Chap. 8). Some audits have created a national clinical standard for mobilisation. Early mobilisation for hip fracture patients has been shown to increase the number of patients going home and reduce the number going into long-term care and dying as an inpatient [14].
In addition to considering ADLs, gait speed alone predicts functional decline and early mortality in older adults. Assessment of gait speed is usually the domain of the physiotherapist within the team (Chaps. 8 and 14) and may identify patients who need further evaluation, such as those at increased risk of falls (Chap. 4). Assessing gait speed may also help identify frail patients who might not benet from treatment of chronic asymptomatic diseases such as hypertension. For example, elevated blood pressure in individuals aged 65 and older is associated with increased mortal­ity only in individuals with a walking speed ≥0.8 m/s (measured over 6m or 20feet) [15].
6.4.2 Falls
Most falls occur in the home or where the person is residing (e.g. residential home) [16, 17]. Approximately one-third of community-dwelling people over 65years and half of those over 80years of age fall each year [18]. Older people are much more
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likely to suffer harm from a fall. Those who have fallen or have a gait or balance problem are at higher risk of having a subsequent fall and losing independence. An assessment of fall risk should be integrated into the history and physical examina­tion of all older patients. A home safety assessment or advice about how to keep safe in the home and make the home safe to prevent falls should be shared with patients. Chapter 4 considers fall assessment and prevention in more detail.
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6.4.3 Cognition
The incidence of dementia and delirium increases with age, particularly among those over 85years; yet, many older people with cognitive impairment remain undi­agnosed. Delirium is very common in orthopaedic patients and should be proac­tively screened for initially and then regularly throughout admission (Chap. 12). The value of making an early diagnosis includes the possibility of uncovering treat­able causes. The evaluation of cognitive function can include a thorough history, brief cognition screening, a detailed mental status examination, neuropsychological testing and other tests to evaluate medical conditions that may contribute to cogni­tive impairment. The introduction of the 4AT assessment tool (Chap. 9) has been adopted and reported in several hip fracture audits. This is a very short but sensitive test (takes less than 2min) for delirium and, crucially, can be carried out by any member of the healthcare team https://www.the4at.com/ [19].
6.4.4 Mood
Depressive illness in older people is a serious health concern leading to unnecessary suffering, impaired functional status, increased mortality and excessive use of healthcare resources (Chap. 13). It can also have a negative impact on recovery from fragility fracture. Depression in later life remains underdiagnosed and inadequately treated. It may present atypically and may be masked in those with cognitive impair­ment. Screening is easily administered and can identify patients at risk if both of the following questions are answered afrmatively:
1. ‘During the past month, have you been bothered by feeling down, depressed or
hopeless?’
2. ‘During the past month, have you been bothered by little interest or pleasure in
doing things?’
6.4.5 Polypharmacy
There are different denitions of what constitutes polypharmacy; some say that it is taking four or more medications. It is linked to an increased risk of falls. Older people are often prescribed multiple medications by different healthcare providers,