Anchor Notes: Aging Services Edition is a structured meeting companion for case managers who accompany older adults through the part of life most people look away from.
Each three-page session block follows the arc of a real home visit. You open by reviewing what was assigned last time. You move through Health Status and Medical Follow-Up, including recent emergency visits and hospitalizations and upcoming specialists. You document Cognition, Mood and Capacity, covering orientation and recall, isolation and grief, and any concerns about decision-making capacity. You review Medications and Adherence, including who manages them, refills, side effects, and whether a pill box or blister pack is in use. You assess ADLs and IADLs, and the caregiver network alongside signs of caregiver strain. You screen for advance directives, nutrition, isolation, and suspected abuse or neglect. You record every referral with its reason and contact, and check home safety and falls risk before you close.
Inside you will find twenty full session blocks, a client index, guidance on protecting client information, twenty-four tear-out appointment cards, and twenty short notes written for the case manager rather than the client. They do not pretend the work is easy: you cannot stop decline, but you can make sure no one goes through it unaccompanied.
Built for aging and adult services, Area Agencies on Aging, in-home supportive services, adult protective services, PACE and managed long-term care, hospital-to-home transitions, and caregiver support programs.
A working tool for trained providers. Not an official record, not a clinical assessment instrument, and not legal, medical, or compliance advice. Nothing here replaces your agency's assessment tools, screening protocols, or scope of practice. An independent product, not affiliated with or endorsed by any federal or state agency, Medicaid program, managed care plan, or accrediting body.
Details
- Publication Date
- Sep 7, 2026
- Language
- English
- Category
- Social Science
- Copyright
- All Rights Reserved - Standard Copyright License
- Contributors
- By (author): Rosè Love
Specifications
- Pages
- 68
- Binding Type
- Paperback Coil Bound
- Interior Color
- Color
- Dimensions
- US Letter Landscape (11 x 8.5 in / 279 x 216 mm)