Appendix A: Environmental Scan of Instruments to Inform Consumer Choice in Assisted Living ...

235 Pages·2007·0.86 MB·English

Appendix A
Reviewed Surveys and Tools
Appendix A presents a matrix of tools reviewed, including the source, setting, respondent and
mode, and general content as described by the source. This matrix is organized based on the
following order:
ƒ Setting used, with assisted living first, followed by nursing home and other residential
settings.
ƒ Year of publication, with the most recent first and arranged alphabetically by source
except when there were multiple instruments from a single source (i.e., National Nursing
Home Survey) in which case instruments were grouped together and then listed by year
of publication, with the most recent first.
ƒ In some cases, we have not provided all elements of an instrument in the interest of
relevance and brevity.
The matrix is followed by brief written evaluations of the individual instruments, including the
source and purpose, model of administration, response scales used, psychometric analyses of the
instruments, and the survey content with item level detail when available. The page number for
each survey can be found in the matrix for easy reference. See Chapter 2 for the criteria used in
the selection of instruments described in this report.
A-1
A-2
Source author name and Page
Setting used Source and Mode General content as described by source
publication date num
Assisted Living (AL) Facilities
Curtis, Sales, Sullivan, et al., 2005 Adult Family Home Consumer (Resident, In-person Interpersonal 4 A-13
Adult Residential Care interview) Environmental 4
(RC) Global satisfaction 3
Assisted Living (AL)
Hedrick, 2005; Hedrick, Sales, Sullivan, et al., AL, Adult family homes, Consumer (Resident, In-person Resident experiences 10 A-15
2003 Adult RC interview) Observational Overall satisfaction 2
Veterans’ version
provided in this analysis
Vital Research, LLC, 2005 AL Consumer (Resident, Self- Activities 5 A-17
(Assisted Living Resident Satisfaction Survey) administered) Autonomy 7
Clinical Care 2
Communication 4
Companionship 5
Dining 6
Environment 4
Safety 6
Assistance 5
Maine Department of Health and Human AL Observational Activity Pursuit Patterns 19 A-20
Services (2005)
(Minimum Data Set – Assisted Living
Services )
Aud, Rantz, Zwygart-Stauffacher, et al., 2004 RC Observational Version 5 A-21
(Observable Indicators of Nursing Home Care Communication 5
Quality Instrument – Residential Facility Care 8
version) Environment 14
Staff 5
Home/Family 9
Version 9
Items not divided into domains 34
A-3
Source author name and Page
Setting used Source and Mode General content as described by source
publication date num
Crystal, Lowe, Lucas, et al., 2004 AL Consumer (Resident/Family, Mail Resident Version A-24
(Assisted Living Consumer Satisfaction survey) Personal / assistive services 5
Survey) Food and meals 4
Environment 5
Autonomy / tenant rights 3
Activities 3
Resident Family Version
Communication and involvement with staff 8
Activities and social interaction 6
Food / meals 4
Environmental characteristics 3
Resident security 2
Kane, 2004 AL Provider Ways residents might maintain relationships with A-27
external community 13
Ways residents might be integrated into internal
AL community 9
Barrier to involvement with outside community
8
Barrier to involvement inside residence 5
Strategies to promote involvement 19
A-4
Source author name and Page
Setting used Source and Mode General content as described by source
publication date num
Ejaz, Schur, Fox, 2003a Continuing Care Consumer (Resident/Family ADL 13 A-29
(Consumer Satisfaction in Continuing Care Retirement Communities (proxy), Telephone interview) Choices 8
Retirement) Cleanliness 3
Depression 11
Dining 8
Emergency 2
Expectations of care 12
General satisfaction 6
Maintenance 5
Management 7
Move in 7
Importance of care 11
Physical environment 7
Programs 9
Safety/security 3
Social support 7
Staff interaction 7
Utz, 2003 AL Provider (Self-administered mail Philosophical performance: A-34
survey) Autonomy 13
Home likeness 15
Moran, White, Eales, 2002 Residential continuing Consumer (Resident, In-person Expectations of Care 18 A-36
care settings (Canada) interview) Performance 18
Confirmation/ Disconfirmation 18
Satisfaction/ Dissatisfaction 18
A-5
Source author name and Page
Setting used Source and Mode General content as described by source
publication date num
Chong and Chi, 2001 RC (Hong Kong) Consumer (Resident, In-person Psycho social care 7 A-39
(Scale on Domains of Residential Satisfaction) interview) Staff attitude 5
Cleanliness 3
Communal living 6
Resident’s relationships 2
Food choice 1
Autonomy 2
Privacy 1
Home-like environment 1
Gesell, 2001 AL Consumer (Resident/Family, Self- Activities 3 A-41
(Press Ganey/ Assisted Living Residents administered mail survey) Aides 4
Survey) Meals 5
Apartment 8
Facility 10
Management 7
Personal issues 6
National Center for Assisted Living, 2001 AL Provider (Self-administered mail Question topics: A-44
survey) Resident demographics 9
Operations: 9
Financing 3
Supply and Demand 3
A-6
Source author name and Page
Setting used Source and Mode General content as described by source
publication date num
Simmons, 2001 AL Consumer (Resident) Health care 5 A-46
(Resident Satisfaction Index) Housekeeping 4
Physical environment 4
Relationships with staff 8
Social life/activities 6
Sloane and Zimerman, 201; Sloane, A-48
Zimmerman, Walsh, 2001; Zimmerman, Scott,
Park, et al., 2003
Therapeutic Environment Screening NH/RC Observational Maintenance 1 A-49
Survey for Nursing Homes and Cleanliness 1
Residential Care (TESS-NH/RC) Odors 1
Safety 5
Lighting 4
Physical Appearance/Homelikeness 6
Orientation 1
Privacy 4
Noises 2
Plants 1
Outdoor Areas 2
Residents’ Appearance 1
Access 1
Impression 3
Assisted Living- Environmental Quality AL/RC Observational Items not divided into domains 15 A-56
Scale (AL-EQS)
Assisted Living Social Activity Scale AL/RC Observational Personal activities 4 A-56
(AL-SAS). AL-EQS Group activities 4
Outing 3
Mitchell and Kemp, 2000 AL Resident (Interview) Satisfaction 10 A-57
Function and health Status
Social activities
Facility opportunities for resident autonomy
A-7
Source author name and Page
Setting used Source and Mode General content as described by source
publication date num
ALFA ServiceTRAC, 1999 Independent Living, AL, Consumer (Resident/Family, Self- Staff 7 A-58
Nursing Care Facilities administered mail survey) Activities 4
Food 9
Housekeeping 5
Maintenance3
Home/community environment 5
Security 6
Assisted living services, including health
monitoring & personal needs monitoring 9
Administration 4
Amenities 5
Hawes, Philips, and Rose, National Study of A-61
Assisted Living for the Frail Elderly, 2000
[US Department of Health and Human
Services, Office of the Assistant Secretary for
Planning and Evaluation]
Facility Screening Questionnaire AL Provider (Telephone interviewer) Items not divided into domains 28 A-61
Resident Questionnaire AL Consumer (Resident/Proxy, In- Items not divided into domains 39 A-65
person interview)
Administrator (Facility) Questionnaire AL Provider (Self administered) Items not divided into domains 54 A-71
Facility Walk-through Survey AL Observational Administrator questions 7 A-81
Community questions 16
Exterior Building 18
General Impression 9
Discharge Resident Telephone Interview AL Resident (Telephone interviewer) Items not divided into domains 19 A-87
Yee, Capitman, Leutz, and Sceigaj, 1999 AL Consumer (Resident/Family, In- Independent lifestyle 15 A-92
person interview) Avoidable care problems 9
Community participation 8
A-8
Source author name and Page
Setting used Source and Mode General content as described by source
publication date num
Nursing Homes (NH)
Castle, 2004 NH Consumer (Family, Self- Admission 3 A-94
(Nursing Facility-Family Satisfaction Survey) administered) Activities 3
Autonomy/privacy 3
Physical environment 3
Safety/security 3
Caregivers 3
Meals 3
General satisfaction 3
Crogan, Evans, and Velasquez, 2004 NH Consumer (Resident, Self or Enjoying food and food service 11 A-96
(FoodEx LTC Questionnaire) interviewer administered) Exercising choice 8
Cooking good food 7
Providing good food service negative view 5
Providing good food service positive view 13
Lengyel, Smith, Whiting, and Zello, 2004 NH Consumer (Resident, In-person Food service 11 A-99
interview) Quality of Life 13
National Nursing Home Survey (NHS), A-101
2004, 1999 [U.S. Department of Health and
Human Services, National Center for Health
Statistics]
NNHS, 1999 Facility Questionnaire NH Administrator (In-person Items not divided in domains 27 A-102
interview)
NNHS, 2004 Facility Qualifications (FQ NH Administrator (In-person Type of facility 8 A-105
Module) and Facility Characteristics (FC) interview) Facility characteristics and services 19
Module)
NNHS, 2004 Facility Staffing NH Administrator (self-administered Facility staffing 24 A-110
questionnaire hand delivered to
administrator)
National Nursing Assistant Survey (NNAS), NH Nursing Aide (Telephone Questionnaire not divided into domains 42 A-115
2004 [US Department of Health and Human interview)
Services]
A-9
Source author name and Page
Setting used Source and Mode General content as described by source
publication date num
Robinson, Lucas, Castle, et al., 2004 NH Consumer (Resident, In-person Personal & Health care 8 A-124
interview) Independence 4
Management 5
Activities 5
Staff 6
Meals 6
Physical environment 8
Extra services 6
Overall satisfaction 2
Tornatore and Grant, 2004 NH Consumer (Family, Telephone Satisfaction with staff and quality of care 10 A-126
interview) Involvement with Nursing Home 1
Involvement with care of patient 2
Expectations of environment 2
Anderson, Connolly, Pratt, and Shapiro, 2003 NH Consumer (Resident, In-person Social Services and Communication 6 A-128
interview) Direct Care and Nurse Aides 9
Administration and Professional Nurses 7
Homelike and Spiritual Environment 7
Meals and Dining 5
Activities 6
Admission 5
Choice 5
General Satisfaction 5
Therapy 2
Laundry 2
Ejaz, Straker, Fox, and Swami, 2003b NH Consumer (Resident, In-person Comfort 6 A-130
(Ohio Nursing Home Family Survey) interview) Security 5
Meaningful activity 5
Relationships 5
Functional competence 5
Enjoyment 3
Privacy 5
Dignity 5
Autonomy 4
Spiritual well being 4
A-10
Source author name and Page
Setting used Source and Mode General content as described by source
publication date num
Kane, Kling, Bershadsky, et al., 2003 NH Consumer (Resident, In- Comfort 6 A-133
person interview) Security 5
Meaningful activity 5
Relationships 5
Functional competence 5
Enjoyment 3
Privacy 5
Dignity 5
Autonomy 4
Spiritual well being 4
Casarett, Hirschman, Miller, and Farrar, 2002 NH Consumer (Resident, In-person Overall satisfaction and satisfaction with medical A-136
interview) therapy 2
Frequency of desirable outcomes 2
Frequency of desirable outcomes from
medication 7
Frequency of undesirable outcomes from
medication 5
Characteristics associated with overall
satisfaction 6
Characteristics associated with residents’
satisfaction with medication 7
Perceived frequency of undesirable outcomes 6
Chou, Boldy, and Lee, 2002 NH and Hostel for aged Consumer (Resident, Self- Room 4 A-138
(Resident Satisfaction Questionnaire) (Australia) administered mail survey) Home 4
Social interactions 4
Meals 4
Staff care 4
Resident involvement 4
Levy-Storms, Schnelle, and Simmons, 2002 NH Consumer (Resident, In-person Toileting 4 A-140
interview) Walking 4
Pad changes 4
Dressing 4
Bathing/Showering 4
Mealtime or feeding assistance 4
In or out of bed 4