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Textbook
Introduction
1. Medical assistant
2. Electronic records
3. Medical terminology and anatomy
4. The fundamentals of infection control
5. Introduction to vital signs
6. The patient interview and history
7. The physical examination
8. Appointment scheduling
9. Insurance billing
10. Diagnostic coding and the ICD-10-CM System
11. Procedural coding
12. Medical billing and reimbursement essentials
13. Assisting with medical specialties
14. Assisting with the musculoskeletal system
15. Assisting with the cardiovascular system
16. Assisting with the respiratory system
17. Assisting with the nervous system
18. Anatomy and physiology of the urinary system
19. Assisting in obstetrics and gynecology
20. Assisting in endocrinology
21. Assisting in ophthalmology & otolaryngology
22. Assisting in gastroenterology
23. Assisting in the immune & lymphatic systems
24. Assisting in pediatrics: the developmental stages and care
25. The medical assistant’s role in caring for the older patient
25.1 Caring for older patients: communication and resources
25.2 Caring for older patients: coaching, legal issues, and professional behaviors
26. The role of the medical assistant in physical therapy examination and assessment
27. Preparing for minor surgery: room, solutions, and supplies
28. Introduction to the clinical laboratory
29. Urinalysis
30. Blood collection
31. Analysis of blood
32. Electrocardiography and heart structure
33. The principles of pharmacology
34. Essential calculations and measurement systems
35. Solid, liquid, & solutions medication doses
36. Administering medications
37. Metabolism and core nutrient roles
38. Medical emergencies in the healthcare setting
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25.2 Caring for older patients: coaching, legal issues, and professional behaviors
Achievable CCMA
25. The medical assistant’s role in caring for the older patient

Caring for older patients: coaching, legal issues, and professional behaviors

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Patient coaching

The medical assistant must keep in mind the sensorimotor changes that accompany aging and also must consider respectful patient communication when conducting patient education with older patients. Remember, the aging process does not affect a person’s ability to learn; it just may take longer for the older patient to process the information, and the material may need to be repeated for understanding. Showing sensitivity to the needs of aging learners ensures successful patient education and improves compliance with prescribed treatment plans. The current aging population generally is respectful toward authority; therefore, if the medical assistant cannot gain the patient’s cooperation, the provider may be able to provide authoritative reinforcement of the material. Here are some general guidelines for effective patient education with older adults:

  • The patient may have short-term memory loss, so you may need to repeat the information using different words.
  • The patient may be distracted more easily, so learning in a group may be difficult.
  • The patient may take longer to process information, so teach at a pace that matches the patient’s needs.
  • Provide the patient with handouts that have large print and block letters for reviewing information at home.
  • Involve family members as needed for continuity of care; supply provider-approved websites for reference.

Legal and ethical issues

One legal issue in the care of aging patients is the possibility of elder abuse, neglect, and exploitation. Mistreatment of aging people occurs at all social, racial, and economic levels. The abuse may be physical, mental, sexual, material, or financial; it may involve neglect or failure to provide adequate care, or it may involve self-neglect when aging people are unable or refuse to care for themselves. Abuse, neglect, and exploitation of elders by their caregivers may be difficult to identify. The aging victim could feel embarrassed, guilty, or afraid to report the abuse. Here are some indications that a patient may be the victim of elder abuse, neglect, or exploitation:

  • Poor general appearance and poor hygiene
  • Pattern of changing doctors and frequent emergency department visits
  • Skin lesions, signs of dehydration, bruises (signs of new and old bruising together), abrasions, welts, burns, or pressure sores
  • Recurrent injuries caused by accidents
  • Signs of malnutrition and weight loss without related illness
  • Any injury that does not fit the given history

If abuse, neglect, or exploitation is suspected, interviewing the caregiver and questioning the demands of care and self-reported perceptions of stress levels may help the provider detect the problem. Many states now have laws that require reporting of suspected elder abuse, neglect, or exploitation. Check your state laws to determine the requirements for healthcare workers.

Patient-centered care

When working with this patient population, it is important to include the patient and that individual’s support system in the decision-making process. Although many geriatric patients are still making their own healthcare decisions, there are some who have others involved in the process. It might be a partner, family member, or a trusted friend. The medical assistant needs to be aware of HIPAA concerns about privacy and confidentiality. This means making sure that the patient has signed all of the appropriate forms regarding who can receive information about the patient’s healthcare status. The disclosure authorization form will allow the healthcare facility to provide information to the designated representative. An advance directive will name the person who will make decisions for the patient when she or he is no longer able to.

Some patients just want another set of ears listening to what the provider says and any directions for care that may be given. The medical assistant will ask if the patient is comfortable with someone else being in the room, and when verbal consent is given, the visit can proceed. It can be comforting for patients to know they have someone they trust hearing the information. This person or persons may provide their opinion about the treatment but the patient will ultimately make the decision, unless the advance directive has been activated.

For certain situations, a meeting with the provider may need to be scheduled in a conference room setting to accommodate all that may need to attend. It is important to remember that we treat the whole patient, not just the patient’s medical condition.

End of life and grief

A patient facing a terminal diagnosis, and that patient’s family, will often experience grief. Grief isn’t limited to older adults or to dying patients - it’s a common response to any major loss, including a disabling condition or the death of a loved one.

Elisabeth Kübler-Ross described grief as unfolding in five stages, presented in this order: denial (“This can’t be happening”), anger (often directed at family members or office staff), bargaining (trying to make a deal for more time), depression (sadness and withdrawal as the loss becomes real), and acceptance (coming to terms with the loss). Kübler-Ross presented the stages in this sequence as a general model, but grief doesn’t always follow a fixed script - not everyone experiences every stage, and a grieving person may skip stages or move back and forth between them rather than passing through each one once in strict order.

The medical assistant plays an important supporting role with a grieving patient or family member: listen and allow them to express their feelings; accept expressions of anger without taking them personally; avoid false reassurance and clichés such as “everything will be fine”; respect cultural and religious practices surrounding death and dying; and know the resources the office can offer or refer to, such as hospice and palliative care referrals, bereavement support groups and counseling, and passing on requests to the provider.

Professional behaviors

Your future employers will expect you to use problem-solving techniques, including recognizing and defining a problem, analyzing the issue, and developing a plan of action. Older adult patients typically have multiple health problems that are frequently complicated by physical, psychological, and environmental factors. To provide quality care for these individuals, you must look at their health issues in a holistic way, taking into consideration all the factors that affect their eventual ability to follow treatment plans and improve their health status. Part of the process involves identifying resources that might help the aging person be better equipped to take care of himself or herself. Consistently using community and online resources may mean the difference between an aging person being able to stay in the home or having to go to a long-term care facility. The professional medical assistant can play a crucial role in providing assistance to aging clients.

Patient coaching for older adults

  • Aging doesn’t impair ability to learn, but processing is slower and repetition (in varied wording) aids understanding
  • Adapt teaching: avoid group settings if distraction is an issue, use large-print handouts, involve family/caregivers
  • Provider can reinforce teaching since older patients often respond well to authority

Legal/ethical: elder abuse

  • Mistreatment spans physical, mental, sexual, material/financial abuse, neglect, and self-neglect; occurs across all social/economic groups
  • Warning signs: poor hygiene, unexplained bruising (old/new together), burns, pressure sores, malnutrition, doctor-hopping, injuries inconsistent with history
  • Victims may hide abuse due to fear/shame; many states mandate healthcare worker reporting—know your state law

Patient-centered care & HIPAA

  • Include patient’s support system (partner, family, friend) per patient’s wishes and consent
  • Disclosure authorization form permits sharing info with designated representatives; advance directive names decision-maker if patient becomes incapacitated
  • Patient retains decision-making authority unless advance directive is activated; treat the whole patient, not just the condition

End of life and grief

  • Grief applies broadly—not just to dying/older patients—and follows Kübler-Ross’s five stages: denial, anger, bargaining, depression, acceptance
  • Stages are a general framework only; people may skip, repeat, or reorder stages
  • MA’s role: listen without judgment, don’t take anger personally, avoid clichés/false reassurance, respect cultural/religious practices, know referral resources (hospice, palliative care, bereavement support)

Professional behaviors

  • Apply problem-solving: identify, analyze, and plan for patient issues
  • View older patients holistically, considering physical, psychological, and environmental factors affecting treatment compliance
  • Connecting patients to community/online resources can determine whether they remain independent or need long-term care

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Caring for older patients: coaching, legal issues, and professional behaviors

Patient coaching

The medical assistant must keep in mind the sensorimotor changes that accompany aging and also must consider respectful patient communication when conducting patient education with older patients. Remember, the aging process does not affect a person’s ability to learn; it just may take longer for the older patient to process the information, and the material may need to be repeated for understanding. Showing sensitivity to the needs of aging learners ensures successful patient education and improves compliance with prescribed treatment plans. The current aging population generally is respectful toward authority; therefore, if the medical assistant cannot gain the patient’s cooperation, the provider may be able to provide authoritative reinforcement of the material. Here are some general guidelines for effective patient education with older adults:

  • The patient may have short-term memory loss, so you may need to repeat the information using different words.
  • The patient may be distracted more easily, so learning in a group may be difficult.
  • The patient may take longer to process information, so teach at a pace that matches the patient’s needs.
  • Provide the patient with handouts that have large print and block letters for reviewing information at home.
  • Involve family members as needed for continuity of care; supply provider-approved websites for reference.

Legal and ethical issues

One legal issue in the care of aging patients is the possibility of elder abuse, neglect, and exploitation. Mistreatment of aging people occurs at all social, racial, and economic levels. The abuse may be physical, mental, sexual, material, or financial; it may involve neglect or failure to provide adequate care, or it may involve self-neglect when aging people are unable or refuse to care for themselves. Abuse, neglect, and exploitation of elders by their caregivers may be difficult to identify. The aging victim could feel embarrassed, guilty, or afraid to report the abuse. Here are some indications that a patient may be the victim of elder abuse, neglect, or exploitation:

  • Poor general appearance and poor hygiene
  • Pattern of changing doctors and frequent emergency department visits
  • Skin lesions, signs of dehydration, bruises (signs of new and old bruising together), abrasions, welts, burns, or pressure sores
  • Recurrent injuries caused by accidents
  • Signs of malnutrition and weight loss without related illness
  • Any injury that does not fit the given history

If abuse, neglect, or exploitation is suspected, interviewing the caregiver and questioning the demands of care and self-reported perceptions of stress levels may help the provider detect the problem. Many states now have laws that require reporting of suspected elder abuse, neglect, or exploitation. Check your state laws to determine the requirements for healthcare workers.

Patient-centered care

When working with this patient population, it is important to include the patient and that individual’s support system in the decision-making process. Although many geriatric patients are still making their own healthcare decisions, there are some who have others involved in the process. It might be a partner, family member, or a trusted friend. The medical assistant needs to be aware of HIPAA concerns about privacy and confidentiality. This means making sure that the patient has signed all of the appropriate forms regarding who can receive information about the patient’s healthcare status. The disclosure authorization form will allow the healthcare facility to provide information to the designated representative. An advance directive will name the person who will make decisions for the patient when she or he is no longer able to.

Some patients just want another set of ears listening to what the provider says and any directions for care that may be given. The medical assistant will ask if the patient is comfortable with someone else being in the room, and when verbal consent is given, the visit can proceed. It can be comforting for patients to know they have someone they trust hearing the information. This person or persons may provide their opinion about the treatment but the patient will ultimately make the decision, unless the advance directive has been activated.

For certain situations, a meeting with the provider may need to be scheduled in a conference room setting to accommodate all that may need to attend. It is important to remember that we treat the whole patient, not just the patient’s medical condition.

End of life and grief

A patient facing a terminal diagnosis, and that patient’s family, will often experience grief. Grief isn’t limited to older adults or to dying patients - it’s a common response to any major loss, including a disabling condition or the death of a loved one.

Elisabeth Kübler-Ross described grief as unfolding in five stages, presented in this order: denial (“This can’t be happening”), anger (often directed at family members or office staff), bargaining (trying to make a deal for more time), depression (sadness and withdrawal as the loss becomes real), and acceptance (coming to terms with the loss). Kübler-Ross presented the stages in this sequence as a general model, but grief doesn’t always follow a fixed script - not everyone experiences every stage, and a grieving person may skip stages or move back and forth between them rather than passing through each one once in strict order.

The medical assistant plays an important supporting role with a grieving patient or family member: listen and allow them to express their feelings; accept expressions of anger without taking them personally; avoid false reassurance and clichés such as “everything will be fine”; respect cultural and religious practices surrounding death and dying; and know the resources the office can offer or refer to, such as hospice and palliative care referrals, bereavement support groups and counseling, and passing on requests to the provider.

Professional behaviors

Your future employers will expect you to use problem-solving techniques, including recognizing and defining a problem, analyzing the issue, and developing a plan of action. Older adult patients typically have multiple health problems that are frequently complicated by physical, psychological, and environmental factors. To provide quality care for these individuals, you must look at their health issues in a holistic way, taking into consideration all the factors that affect their eventual ability to follow treatment plans and improve their health status. Part of the process involves identifying resources that might help the aging person be better equipped to take care of himself or herself. Consistently using community and online resources may mean the difference between an aging person being able to stay in the home or having to go to a long-term care facility. The professional medical assistant can play a crucial role in providing assistance to aging clients.

Key points

Patient coaching for older adults

  • Aging doesn’t impair ability to learn, but processing is slower and repetition (in varied wording) aids understanding
  • Adapt teaching: avoid group settings if distraction is an issue, use large-print handouts, involve family/caregivers
  • Provider can reinforce teaching since older patients often respond well to authority

Legal/ethical: elder abuse

  • Mistreatment spans physical, mental, sexual, material/financial abuse, neglect, and self-neglect; occurs across all social/economic groups
  • Warning signs: poor hygiene, unexplained bruising (old/new together), burns, pressure sores, malnutrition, doctor-hopping, injuries inconsistent with history
  • Victims may hide abuse due to fear/shame; many states mandate healthcare worker reporting—know your state law

Patient-centered care & HIPAA

  • Include patient’s support system (partner, family, friend) per patient’s wishes and consent
  • Disclosure authorization form permits sharing info with designated representatives; advance directive names decision-maker if patient becomes incapacitated
  • Patient retains decision-making authority unless advance directive is activated; treat the whole patient, not just the condition

End of life and grief

  • Grief applies broadly—not just to dying/older patients—and follows Kübler-Ross’s five stages: denial, anger, bargaining, depression, acceptance
  • Stages are a general framework only; people may skip, repeat, or reorder stages
  • MA’s role: listen without judgment, don’t take anger personally, avoid clichés/false reassurance, respect cultural/religious practices, know referral resources (hospice, palliative care, bereavement support)

Professional behaviors

  • Apply problem-solving: identify, analyze, and plan for patient issues
  • View older patients holistically, considering physical, psychological, and environmental factors affecting treatment compliance
  • Connecting patients to community/online resources can determine whether they remain independent or need long-term care

More from The medical assistant’s role in caring for the older patient

  • Caring for older patients: communication and resources