Long Term Care Advances
Topics in Research, Training, Service & Policy
Vol. 12, No. 1, Fall 2000
Duke University Center for the Study of Aging and Human Development
Long Term Care Resources Program,
Box 2920, DUMC, Durham, NC 27710
(919) 660-7542
THE DUKE LEADERSHIP IN AN AGING SOCIETY
PROGRAM NETWORKS AND PARTNERSHIPS: BRIDGES TO THE FUTURE
From the Editors
Leadership in an Aging Society Program Highlights
Senior Leadership Enhancement Initiative
Year 2000 Senior Leader Profiles
Mid-Career Professional Profiles
Presenting the 2000 Interns
Year 2000 Gabel Family Endowment Interns
Glaxo Wellcome LTC Development Awards
Recommendations Released
Announcements
George L. Maddox Annual Lecture
From the Editors:
For the past decade, the Duke Leadership in an Aging Society Program has
been about fostering emerging leaders, both young and old, to address
the issues facing an aging society. While the benefits of the program
have reached across the nation through a growing cadre of alumni who have
begun their careers, there have been particular benefits to North Carolina
through both the student alumni who have chosen to remain in the state
and the increasingly visible alumni of the Senior Leadership Enhancement
Initiative. Now, as the foundation support that seeded the program is
drawing to a close, the Leadership Program is reaching out to networks
and partners to sustain its efforts.
Two very important partnerships have been with the UNC Institute on Aging
and the Duke Human Development Program. The UNC Institute on Aging stepped
up to the plate three years ago to provide stipend support for UNC system
students to participate in the Internship Program and talks are under
way as we go to press related to a partnership that would sustain the
Senior Leadership Enhancement Initiative. We thank IoA Director, Victor
Marshall, and his predecessor, Gordon DeFriese, currently president of
the NC Institute of Medicine, for their responsiveness and willingness
to talk creatively about how to sustain this program to serve North Carolina.
Talks are also underway with Deborah Gold, Director of the Duke Human
Development Program, related to the future of the Internship Program.
Both through her directorship and through her teaching, Dr. Gold has fostered
a pipeline of excellent students into the Internship Program.
In addition to the leadership of these two programs, we would like to
take this opportunity to thank others who have been instrumental to the
success of the Program. The North Carolina Division of Aging and the North
Carolina Association of Area Agencies on Aging, two valued friends of
the Program, helped make the Mid-Career Professional Program a reality.
The national Alzheimer's Association contributed to the Internship Program
and AARP sponsored a Washington-based event for alumni and mentors. Our
continuing thanks to the Gabel family for their generous support and our
thanks to the Sanford Institute for Public Policy and the UNC School of
Public Health, both of which send us excellent and dedicated students.
George L. Maddox, PhD, Editor
Sandy Crawford Leak, MHA, Associate Editor |
Leadership in an Aging Society Program Highlights
Program Highlights from 1999 - 2000
include:
- Dr. Elise J. Bolda, Assistant Research
Professor, Muskie School of Public Service, University of Southern Maine,
intern alumna and frequent mentor, was leadership consultant for the 1999
convocation.
- Meeting with key Washington area alumni and mentors
in DC in December 1999. Event hosted by AARP at their headquarters.
- Year 2000 participants came together in March
for the intergenerational Leadership Seminar. Seminar was professionally
videotaped for further dissemination.
- Participants also attended the 1999 George L.
Maddox Annual Lecture given by Christine
K. Cassel, M.D., Professor and Chair of Geriatrics and Adult Development
at Mt. Sinai Medical Center in New York City.
- Held long term care public policy seminar
for new interns with alumna, Michelle Kitchman,
Senior Policy Analyst, Kaiser Family Foundation, as guest presenter.
- Hosted event in June 2000 to "launch" Senior
Leaders ending their year of development and introduce the newly
selected Senior Leaders. Guest presenter: Dr. Charles
Longino, Director, Reynolda Gerontology Program, Wake Forest University.
- Strengthened relationship with the UNC-Institute on
Aging and began talks about additional partnership activities.
- Initiated pilot leadership development program
for mid-career professionals within the NC Aging Network, with
partial support from the NC Division of Aging
and the Aging Network in North Carolina.
FROM THE SENIOR LEADERSHIP ENHANCEMENT INITIATIVE
In March of this year the Leadership in an
Aging Society Program of Duke Long Term Care Resources selected the
year 2000 participants of the Senior Leadership Enhancement Initiative.
The initiative, now entering its fourth year offering, is designed to
assist older individuals with distinctive leadership potential enhance
their leadership skills to work more effectively within an aging society.
Profiles of the senior leaders for 2000-2001 are found on page 3.
The Duke Leadership Program, also began in year 2000, the Mid-Career
Professional in an Aging Society Initiative, the latest program component.
The Mid-Career Aging Network Professional Initiative further compliments
the existing leadership focus of new career and senior adult influence
across North Carolina's aging arena with the creation of a leadership
track for mid-career professionals in cooperation with the aging network
in North Carolina, including the North Carolina Division of Aging and
the North Carolina Association of Area Agencies on Aging. Profiles of
the first two mid-career professionals, Wendy Sause and Terri Taylor
are found on page 3.
|
YEAR 2000 SENIOR LEADER
PROFILES
Louise Chut, (Pittsboro, NC) is retired
from an academic career as Associate Professor in Health Administration at Kean
University in New Jersey. She holds a M.A.T. in Health Education from Trenton
State College, a Ph.D. in Health Education from Temple University, and a M.P.H.
in Health Administration from Rutgers University. Chut, who remains active in
public health professional organizations, is a Board member of the Carteret
County Division of the American Heart Association, a Trustee of Carteret General
Hospital, and author of a weekly column in the Carteret News-Times on "Staying
Healthy".
Diana Hatch, (Cary, NC) has had an extensive
communications career covering public broadcasting, media and public relations.
She received a BA in Journalism and American Studies from Syracuse University.
Hatch recently served as Director of Communications for the University of North
Carolina Center for Public Television's (UNC-TV). She has received seven PBS
awards, several SECA awards and the 1995 Southern Educational Communications
Association's Public Information Council Professional Achievement Award. Hatch
is currently head of Wehatch'em.Inc., a public relations firm offering consultative
services.
Lamar Moore, (Lexington, NC) is recently
retired after forty years as pastor of Baptist churches across North Carolina,
serving the last thirty six years in Lexington, NC. Moore was educated at Mercer
University and at Southeastern Baptist Theological Seminary in Wake Forest,
NC. During his tenure as pastor of Center Hill Baptist, Lexington, NC, Moore
worked to organize the first Council on Aging in Davidson County, serving both
on the board and as chair. Moore currently serves on the board to oversee the
Home and Community Care Block Grant, the Piedmont Triad Area Agency Advisory
Committee and represents Davidson County as a Senior Tar Heel legislator.
Howard Stier, (Apex, NC) is retired from
a career with IBMs service and planning divisions. He has a BA in Business Management
from North Carolina State University. Stier is chair of the Chatham County strategic
planning committee and member of the advisory committee to support the county
implementation of the strategic plan. His civic contributions also include serving
on the county's economic development commission, the Chatham County Small Business
Association's Board of Directors, and as county representative for the four
county Mid-Carolina Workforce Development Board.
MID-CAREER
PROFESSIONAL PROFILES
Wendy Sause is currently State Long-Term
Care Ombudsman with the North Carolina Division of Aging in Raleigh. Responsibilities
include oversight for 26 Regional Ombudsman and over 1200 volunteers in the
development of program policy, evaluation and budget management. Previously,
she was Regional Long-Term Care Ombudsman for Triangle J Council of Governments,and
Director/Administrator of Clare Bridge of Cary. Sause holds an MSW from UNC-CH,
and a BA from UNC-Charlotte. She concentrated in Psychology, Gerontology and
Women's Studies.
Terri Taylor, is currently the Aging Program
Administrator for Triangle J Area Agency on Aging in the Research Triangle Park.
Taylor has responsibility for performance and quality assurance reviews of county
aging service providers funded through the Home and Community Care Block Grant
in Region J. Taylor's role also includes advocating with community organizations
and the state Division of Aging for the older population and their caregivers.
Previously, she was an analyst with a health care resource firm. She is currently
completing her MA thesis on Aging and Re-employment of Displaced/Downsized Workers
at North Carolina Central University
PRESENTING
THE 2000 INTERNS
UNZILA ALI, Senior,
Economics, Duke University
Mentors: Ranjan
Duara, Warren Barker and Deborah Hurwitz
Site: The
Wien Center, Mt. Sinai Medical Center, Miami
This past summer I interned at the Wien Center for Alzheimer's Disease and Memory
Disorders at the Mt. Sinai Medical Center in Miami Beach, Florida. Through my
internship, I not only learned a great deal about the clinical presentation
of memory disorders and diagnoses, but also became aware of the policy issues
affecting the elderly.
I spent the first week meeting doctors, nurses, and social workers and observing
these healthcare professionals at work. Through sitting in on patient clinics
and follow-ups, learning to perform memory screenings, and observing neurological
and neuropsychological testing for dementia, I was exposed to patients suffering
from memory disorders and learned the process of reaching a final diagnosis
of memory impairment. My most meaningful and enjoyable activity at the Center
was performing memory screens on elderly people from the community. As part
of the screening process, I not only conducted the standard tests for memory,
language, and reasoning but also administered a test for depression.
With the population of the United States aging, the prevalence of Alzheimer's
Disease and dementia is rapidly increasing. As a result, developing a memory
screening that is brief, sensitive, and specific is paramount. The advantages
of the early recognition of Alzheimer's disease are numerous and include benefits
to patients, caregivers, and society at large. From an economic standpoint,
studies have shown that there are large savings in costs for caring resulting
from early intervention. The emphasis on making memory screening widely available
and easily accessible to the elderly is an important aging policy issue. As
part of my internship, I worked on a project pertaining to these issues. After
reading related journal articles, I studied the effectiveness of certain tests
as screening measures for mild cognitive impairment and dementia in the elderly
and then determined the most significant predictors of memory impairment. Through
my study, I concluded that tests for delayed recall (i.e. recall of information
after a delay, which includes an intervening task), orientation, and verbal
fluency were the earliest signs of dementia. Determining that there is a subgroup
of tests that indicates cognitive loss is important for developing a screen
that is brief and effective. At the end of my project, I wrote a manuscript
which will be transformed into an abstract to be submitted for review for the
upcoming annual neurological meeting.
Working with the neurologist, clinical researchers, nurses, and social workers,
I came across many aging policy issues, in addition to the importance of memory
screenings. Elderly driving is an issue of particular significance in South
Florida due to its large elderly population. While shadowing the neurologist,
I witnessed the anger of elderly patients when they were told to stop driving.
Situations such as these highlighted questions related to elderly driving: Should
there be a maximum age for driving? Should elderly drivers have to take driving
tests to keep their licenses? In addition to the driving issue, I was exposed
to other aging issues such as benefits of adult day care, restrictions by HMO's
or Medicare/Medicaid in financing the medical care of the elderly (especially
the hot topic of prescription drug coverage for the elderly), and long-term
care issues.
| Through interacting with patients and healthcare
professionals and attending regular meetings, I gained invaluable clinical
experience that has strengthened my desire to become a physician |
Although I am striving towards a career in medicine, the public
policy aspects of the internship nonetheless influenced my ambitions. Through
interacting with patients and healthcare professionals and attending regular meetings,
I gained invaluable clinical experience that has strengthened my desire to become
a physician. Because of my interest in caring for the elderly, as a future physician,
I am considering the field of geriatrics. The internship has taught me the policy
aspects of caring for the elderly. Finally, I also learned that advances in research,
policy and economic issues, and ethical and legal principles impact a medical
career
RASHELLE BROWN,
Senior, Psychology, Economics, Duke University
Mentors: Christina
Cavallo, David Sadowski and Helen Winn
Site: Crater
District Area Agency on Aging
| Through these services and the friendly atmosphere
of being in a local area agency on aging, I believe I gained insightful
experiences of leadership and knowledge within the field of aging and long
term care. |
The Experience : Over the summer I had the wonderful opportunity
to participate and work on my internship at Crater District Area Agency on Aging
near my hometown in Petersburg, Va. This agency is one of 25 in the state of
Virginia whose primary function is to provide leadership regarding supportive
services and functions as an advocate for people over 60 years of age. The agency
offers a wide variety of much needed programs and services for the elderly including
a Foster Grandparent program; health insurance, tax, and pension counseling;
legal services; a daily adult day care program; housing repair and homemaker
services; long term care ombudsman advocacy; transportation and much more. Through
these services and the friendly atmosphere of being in a local area agency on
aging, I believe I gained insightful experiences of leadership and knowledge
within the field of aging and long term care.
The majority of my time at CDAAA was spent learning and familiarizing myself
with issues within the aging field. I shadowed the local ombudsman visiting
recipients of care in nursing homes and participated in their work. I familiarized
myself with the legal services provided by the agency's attorney and my mentor,
including how wills, power of attorneys, guardianships, and protections against
potential scams on the elderly were handled. I also did some research for a
grant proposal to fund more services and education specifically for the minority
population within our area. At times, I also accompanied the agency's caseworker
to a client's home to assess any homemaker services that the client would potentially
need. An exciting aspect of my internship was being able to participate in the
local activities that the agency's adult day care program had scheduled, from
volunteer organization's meetings, luncheons, educational programs, to picnics.
I also was able to attend the 6th annual Virginia Elder Abuse Conference in
which I was able to realize that this field of aging encompasses a wide range
of topics from prescription drugs, Medicaid, psychiatric diagnosis, to policy
issues.
Amongst all of this, my main project after familiarizing myself with the field
was with Adult Care Residences (ACRs). As a student in the field of psychology
and who has an interest with the elderly, I am interested in research. I piloted
a satisfaction survey for the agency to a handful of residents in some neighboring
ACRs mainly so that the agency can use the results to help their future clients.
Carrying out this type of community based research had several advantages for
me. First, it allowed me to practice leadership skills specifically when talking
to administrators for permission. It also allowed me to gain more of a hands-on/personal
experience talking to the many residents. The surveys were all in the interview
format. Because I talked to residents in both public and private home settings
and even a home focusing on Alzheimer's Disease, I found that there is a wide
range of care that the elderly need and that policy should work toward making
all ACRs' services more universal and not so distinct amongst each other. I
also potentially found that the level of satisfaction of a resident could increase
more if their family and the home itself had more contact.
Overall, I thoroughly enjoyed my internship experience at CDAAA. The opportunity
has cultivated my interests within the field of aging. It was a very stretching
experience as far as leadership and has allowed me to gain knowledge that I
will definitely need in my future career. I learned that a person cannot successfully
work in a field without doing an amount of learning and background research
first.
ALISSA COWDEN, Senior,
Public Policy, Sanford Institute, Duke University
Mentor: Steve
Fishler
Site: The
Forest at Duke
Over the summer months I had the pleasure of working and learning
at The Forest at Duke, in Durham, NC. The Forest at Duke is a full-service continuing
care retirement community that contains 240 independent living residences, 60
health care units providing assisted living and skilled nursing, and a dynamic
Community Center. Steve Fishler, the Executive Director of The Forest, served
as my mentor, taking the time to work with me on fascinating tasks that occupied
my time and mind, introducing me to individuals who could further my learning,
and inviting me to accompany him to meetings.
One of the major projects that I worked on was compiling a modified Eden Alternative
proposal. The Eden Alternative is a concept that aims to integrate plants, animals,
and children into the care of frail elderly to alleviate loneliness, boredom,
and depression. Before my internship began, the Resident Health Committee expressed
its desire to consider and critique a modified Eden Alternative proposal. Leslie
Jarema, Director of Health Services, collected hundreds of pages of articles and
opinions on the subject and developed a rough draft of a proposal. I helped to
supplement and organize this research, contacting many experts and seeking out
academic articles on the topic. Additionally, I assisted in developing a proposed
schedule of care and cost for this project. Finally, I organized and refined this
information into a 25-page proposal complete with tables and photographs.
After my work on the Eden Alternative, I devoted time to The Forest's commitment
to serving the wider community. The Forest at Duke's mission statement expresses
its dedication to giving back to the broader community. The Community Relations
Committee is a group composed of residents, Board members, and staff who are interested
in advancing The Forest's efforts to donate time and resources to the broader
community. To help this committee, I reviewed information from the state, county,
city, and various aging advocacy groups with respect to the needs of populations
experiencing hardships. From this information, Mr. Fishler and I generated a summary
to begin to guide the decisions and actions of the Community Relations Committee.
Next, I composed and distributed a survey of the residents and staff at The Forest
regarding their current altruistic contributions, future interests, and opinions
about various community service options. From this I generated a database of preferences,
opinions, and quantifiable donations of time.
Another principal duty during my months at The Forest was editing and translating
various documents. I have always enjoyed proofreading and especially embraced
the opportunity to assist in the revision of The Resident Handbook because it
familiarized me with the amenities and structure of The Forest. My largest translation
assignment was converting the Employee Handbook into a Spanish version. As unemployment
drops and immigration from Hispanic nations increases, the number of Spanish-speaking
staff members at The Forest at Duke is multiplying. This project consumed a great
deal of time to ensure the accuracy of descriptions of rules, policies, and employee
benefits. However, it was extremely gratifying to know that I helped Hispanic
employees to understand their right to health insurance, sick days, and retirement
packages.
My last major assignment was to assist in the revision of the Benevolent Fund
application process. The Forest promises that if its residents become unable to
pay monthly services fees through no fault of their own, they will be eligible
for assistance. The Benevolent Fund contains the finances to cover this support.
I worked with the Director of Finance and my mentor, using the advice of other
legal and financial experts, to draft a new application process. In the future
it is likely that the Resident Benevolent Fund Committee and the Board will review
a version of this process and come to a decision.
| I believe that the residents most moved me by
sharing their accomplishments, attitudes, and advice. These unique individuals
showed me that optimism, adaptability to change, and continued energy are
essential to successful aging. |
I gained knowledge not only from working on projects, but also
from the daily opportunity to interact with residents and staff, as well as to
attend meetings about medicine and aging advocacy. I believe that the residents
most moved me by sharing their accomplishments, attitudes, and advice. These unique
individuals showed me that optimism, adaptability to change, and continued energy
are essential to successful aging.
My exposure to the internal operations of The Forest was increased by casual conversation
and observation of meetings with staff members. Nearly every day one of the directors
of The Forest took the time to stop by my office with a lesson in the form of
a story. Directing a community is a hard position as such an individual must consider
the opinions of every affected party and bear much responsibility. This lesson
became more real to me as I attended many Resident Association, Caucus Coordination
Committee, and Long Term Planning meetings with Mr. Fishler.
As a pre-medical student, I benefited from the invitation to attend Geriatric
Grand Rounds at Duke University Medical Center and weekly Health Maintenance Committee
meetings with The Forest's on-site geriatrician, Dr. Anthony Galanos. Here I became
acutely aware of the complexity of treating elderly patients with multiple morbidities,
the increasing importance of research and technology in medicine, and the heartache
felt by many individuals as their failing health or mental status precludes independent
lifestyles.
Additionally, the internship allowed me to explore aging advocacy groups on a
larger scale as I observed a meeting of the Medical Care Commission with my mentor,
took part in a seminar at the Division of Aging, and learned about NCANPHA and
AAHSA. Viewing these meetings made me sensitive to the immense expense of providing
quality care, critical staff shortages, and unequal distribution of care. Further,
it heightened my recognition that the growing elderly population needs advocates
to ensure that their needs and rights are met.
This internship was more than I dared imagine it would be. I did not type, file,
and sort. Rather, I thought, contributed, observed, interacted, and learned. I
would recommend this magnificent community as a place to work for any student
and as a place to live for any retiree.
CARON COX, Senior,
School of Social Work, University of Pennsylvania
Mentor: Judith
Riggs
Site: Alzheimer's
Association, Washington Policy Office
| As a social work student, who has only had direct
service experience, this internship was integral in helping me to understand
the process of policy-making as well as how social workers can play a part
in implementing policies. |
Working at the Washington policy office of the Alzheimer's
Association this summer was an invaluable experience. As a social work student,
who has only had direct service experience, this internship was integral in helping
me to understand the process of policy-making as well as how social workers can
play a part in implementing policies.
During my time at the Alzheimer's Association, I worked on two major projects
for the State Policy Clearinghouse. First, I researched Civil Monetary Penalties
(CMPs) and compiled an analysis of how funds collected from CMPs were used in
various states. Civil Monetary Penalties are funds that are collected from nursing
homes when they are found to be out of compliance with state or federal regulations.
Knowledge of how CMP funds were used in states was important to the Policy office
as well as the local chapters of the Alzheimer's Association, so that together
they could focus on how CMP money could be used to help enhance the lives of those
with Alzheimer's disease and other forms of dementia.
The second project that I worked on dealt with researching and compiling an analysis
of dementia training programs and legislation in the states. This project was
important to the Alzheimer's Association because the results showed that dementia
training in the states is not standardized. Each state has its own standards for
dementia training. Some states do not require certified Nursing Assistants or
other direct service staff to have introductory or continuing dementia training,
while other states have extensive dementia training standards for direct service
staff and administrators. A project such as the dementia training project lets
the Alzheimer's Association know that they have to continue to empower advocates
to fight for uniform and better dementia training regulations both at the state
and federal levels.
While working on both of the projects mentioned above, I was able to go to many
Congressional briefings and meetings in Washington to get a true understanding
of what goes on in the policy making arena. This experience along with my individual
projects at the Alzheimer's Association helped to complement my classroom and
direct service experience and to give me a better understanding of how policy
makers and direct service providers can come together to help provide the best
care for those who need it.
My internship at the Alzheimer's Association has impacted me greatly. At the beginning
of the summer, I was uncertain of which career interests I wanted to follow once
I graduated. I was interested in direct service, but also very interested in public
policy. My summer at the Alzheimer's Association has shown me that my interest
in public policy is stronger than my interest in direct service. I am especially
interested in working with state issues as I did this summer.
SUSAN DYSON, Senior,
Healthcare Administration, UNC School of Public Health
Mentor: Jan
Busby-Whitehead and Mary Beck
Site: (1)
Geriatric Evaluation Clinic, Ambulatory Care Clinic
(2)
Planning & Program Development, UNC Health Care
For my summer internship, I was fortunate enough to have the
opportunity to work on aging related projects in two very different areas within
UNC Health Care. Between the two areas, I was able to get a very well rounded
appreciation of how geriatrics is aligned with all aspects of an academic medical
center. I was able to work on improving administrative portions of an outpatient
geriatric clinic, whilst at the same time, participating in the planning and development
of future geriatric services at UNC.
Under the preceptor ship of Drs. Jan Busby-Whitehead and Laura Hanson, I worked
with the Geriatric Evaluation Clinic (GEC), which is a part of the School of Medicine's
Program on Aging. The GEC provides a comprehensive approach to outpatient care
for the elderly with multiple or complicated health issues. The clinic is staffed
by a team of healthcare professionals including geriatricians, geriatric nurse
practitioners, social workers, physical therapists, occupational therapists, geropsychiatrists,
pharmacy students, and other allied health professionals. The patient undergoes
a complete medical, physical and social evaluation, and together with the family,
a care plan is constructed to assist in improving or maintaining the health of
the senior as he/she ages.
The clinic was interested in obtaining data from its patient encounter forms to
assess physician productivity and clinic billings. Previous informal checks had
highlighted some areas to address, but there had been no systematic data collection
to detail these findings. I was responsible for collecting encounters from all
patient visits in the clinic to determine: a) the amount of charges generated
by each physician, b) the number and types of billing/charge errors that were
occurring, c) reasons and underlying causes of the errors and d) recommendations
for improved procedures or policies.
After two months of tracking, it became evident that the previous reports had
not captured all of the activity in the GEC. My analysis offered several suggestions,
some of which the clinic was able to directly influence, others which will need
the support and approval of the Department of Medicine. Some of the changes that
I participated in included: a) redesigning the patient encounter form to make
it clearer for providers and for charge entry staff, b) reconciling the encounter
forms against batch records and correcting entries, and c) obtaining and relaying
pertinent Medicare billing information to increase charges and reimbursement for
the clinic. Other procedural changes are currently being addressed by the GEC
staff and the Department of Medicine.
| As the different prescription drug plans were
introduced, I produced a side-by-side comparison of the key parts of each
plan, and developed a time line of all the prescription drug happenings. |
My other job was with the Planning Department under the Senior
Vice President for Planning and Program Development, Mary Beck. A task force
for geriatric services had been created, and I was responsible for collecting
data and information for the group to use. Using internal and external data
sources, I compiled statistics on the current and future aging population in
UNC's service areas. This included demographics; hospital inpatient costs, discharges
and length of stay, service line usage; outpatient counts and costs; home health,
hospice and nursing home usage; payer mix; discharge status, etc. Observations
and interviews with healthcare organizations, community agencies, and prominent
aging activists and advocates were also conducted. I also expanded on the Orange
County Aging Directory by including similar resources and information for the
counties surrounding UNC Hospitals.
Additionally, I was interested in developing a further understanding of the
vast array of aging/senior related organizations and agencies in the community.
My preceptors were very understanding of this interest and allowed me the flexibility
to visit health care related sites/meetings. Some of the places I visited and
activities I attended included the Long Term Care Task Force symposium, Orange
County Master Aging Plan meeting, Chapel Hill Senior Center, Division on Aging,
UNC Home Health, UNC Social Work and Continuity of Care, Carolina Meadows Continuing
Care Retirement Community, Chapel Hill Rehabilitation and Health Care Center,
and various UNC Health Care meetings.
My internship with UNC Health Care far exceeded my expectations. I was able
to observe two different aspects of elder healthcare. On the one hand, I was
able to view outpatient geriatric care and offer recommendations to increase
the effectiveness of the GEC program. On the other hand, I was able to contribute
to the planning process for future geriatric services. My mentors provided invaluable
information and ensured that my learning was just as important as the projects
that I worked on.
MICHAEL EHRLICH, Senior,
Public Policy Studies, Sanford Institute, Duke University
Mentors: Jon
Dauphine and Martin Burns
Site: AARP/VOTE
I spent this past summer working at AARP/VOTE, the association's
volunteer voter education and issue advocacy program. Its purpose is to educate
and involve voters on issues of concern to older Americans and the community
at large. Although based at the AARP headquarters in Washington, D.C., AARP/VOTE
recruits, organizes, and trains a grassroots network of volunteers and members
to support and enhance AARP's legislative goals.
| Additionally, I was interested in developing
a further understanding of the vast array of aging/senior related organizations
and agencies in the community. My preceptors were very understanding of
this interest and allowed me the flexibility to visit health care related
sites/meetings. |
Although my internship focused on health related issues,
I worked on a variety of interesting projects. The hot topic at the AARP this
summer was prescription drugs coverage. My responsibilities on this issue were
three-fold. First, each morning I would search the newspapers for news or editorials
related to prescription drugs. I carefully read these articles, complied them
together, and emailed the document to the AARP/VOTE state representatives. If
these articles raised questions by AARP/VOTE members, I would try and answer
them, or find someone who could. Second, as the different prescription drug
plans were introduced, I produced a side-by-side comparison of the key parts
of each plan, and developed a time line of all the prescription drug happenings.
Third, I cataloged all of the polling data on prescription drugs so AARP/VOTE
members could keep award of changes in public opinion. These projects were updated
throughout the summer and were also sent to the AARP/VOTE distribution list.
Because it was the summer of an election year, it was quite interesting to observe
how the candidates' stances on the issues developed throughout the summer.
My mentor, Martin Burns, is the political analyst at AARP/VOTE. Members of the
organization flood Martin with questions, many of which I was able to help answer.
While working on the projects outlined above, Martin would spice up my day with
smaller projects such as "Find me a map of the 23rd Congressional district of
California" and "Which counties in the U.S. have the oldest percentage elderly
population." Through access to on-line databases, I was not only able to answer
these questions, but also became more knowledgeable regarding how to find information
on the aging population.
Near the end of my summer experience all of the AARP/VOTE state representatives
gathered in Washington for a week-long session of review and planning. I was
able to assist the AARP/VOTE headquarters department during this week by preparing
documents regarding prescription drug advertising and polling. When the AARP/VOTE
members planned a 16-day voter advocacy bus trip, I was given the task of creating
a "Prescription Drug Wheel of Fortune" to be played at each stop of the trip.
Although not in my "job description" per se, I even had the opportunity to copy-edit
the issue of Modern Maturity which contained the candidates' stances
on issues important to seniors.
Although my internship was not in federal affairs directly, I was often lucky
enough to get sent to Congress or think tanks to cover aging related issues.
I attended committee hearings on topics such as end of life care, long-term
care insurance and prescription drug coverage. I also heard testimony on campaign
finance reform, the social security surplus and voter apathy. These hearings
and seminars were very educational, from both a political and policy viewpoint.
Particularly, I am now much more aware of the how partisan politics are played
out in Washington, and how a non-partisan advocacy organization can express
its viewpoints in such a volatile climate.
KEITH GOODWIN, Senior,
Joint Degree: Duke Sanford Institute of Public Policy, & UNC School of Law
Mentor: Mary
Reca Todd
Site: NC
Housing Finance Agency
This summer I interned at the North Carolina Housing Finance
Agency (NCHFA) and worked closely with Mary Reca Todd, the Agency's Supportive
Housing Team Leader. My internship focused on models of supportive housing, with
an eye toward the following question: What should the Agency do to respond to
the "integration mandate" handed down a year ago by the U.S. Supreme Court in
the case Olmstead v. L.C?
In Olmstead, the Court declared that states
may not warehouse persons with mental illness and mental disability simply as
a matter of convenience. The Court held that the unjustified institutionalization
of persons with mental illness and mental disability is a form of discrimination
prohibited by the Americans with Disabilities Act (ADA). To avoid discriminating
against persons with disabilities, the Court explained, states must move them
into less restrictive settings - typically involving home- and community-based
care (HCBC), - when appropriate.
When I first considered Olmstead's implications,
at the beginning of the summer, I had concluded that housing was the linchpin
of any reform effort; after all, if there are no homes, no buildings in the community
awaiting persons with special needs, then any mandate to integrate is moot. My
work this summer hasn't altered that conclusion; indeed, when I attended a recent
public meeting on Olmstead, convened by
North Carolina's Department of Health and Human Services (NCDHHS), the attendees'
top concern was housing. However, as I've learned about the financing of housing
for special-needs populations, I've also learned that bricks and mortar represent
only half the equation. A rent subsidy is equally important if housing is to serve
low-income tenants. If you build it, they may come, but without rent assistance,
chances are they can't afford to stay.
| Because Olmstead's framework applies to all qualified
individuals, its holding portends changes not only for the delivery of housing
and services to persons with mental illnesses and disabilities but to those
with physical impairments as well. |
Though Olmstead's focus
is mental health, the Supreme Court's opinion was in large part an interpretation
of the ADA's Title II, a regulation requiring that states take steps to avoid
discrimination against all qualified individuals with disabilities. Title II also
requires public entities to "administer services, programs, and activities in
the most integrated setting appropriate" to those individuals' needs. The "most
integrated setting appropriate" means "a setting that enables individuals with
disabilities to interact with non-disabled persons to the fullest extent possible."
Because Olmstead's framework applies to
all qualified individuals, its holding portends changes not only for the delivery
of housing and services to persons with mental illnesses and disabilities but
to those with physical impairments as well. The elderly, of course, comprise significant
proportions of both populations, so Olmstead
is particularly pertinent to them, as well as to the baby boomers who will soon
begin joining their ranks.
Olmstead also raises the possibility that
the very way states finance long-term care may violate the rights of persons in
institutional settings. State Medicaid programs, which account for about half
of all long-term care spending in the U.S., have for years funded one-size-fits-all
long-term care systems based on the medical model of the skilled nursing facility
(SNF). This so-called institutional bias, which in many states allows SNF spending
to account for more than 90% of all Medicaid LTC dollars, means that across the
U.S. some people reside in SNFs not because the care is appropriate to their needs
but because the states have provided them no option. This de
facto segregation may violate the ADA as interpreted by the Olmstead
Court. At least one lower state court has already applied Olmstead
to plaintiffs with physical, rather than mental, disabilities.
North Carolina's State/County Special Assistance (SA), an income supplement program
for persons with disabilities, also suffers from institutional bias. Unlike the
vast majority of states, North Carolina allows SA funds to be spent on only one
kind of housing, adult care homes. These facilities house residents and offer
some supervision and personal care services. However, because of their near-monopoly
of SA funds they function as a repository for a wide range of low-income elderly
and disabled individuals. Often ill equipped to care for such a wide-range of
residents or prevent inappropriate case mixing, adult care homes are a problematic
housing solution for special-needs populations. (Editor's note: There is now a
small demonstration in North Carolina to allow SA funds to be used outside the
adult care home setting.)
The Olmstead decision rides the crest of
a wave that has been building over the course of the past two decades. During
this period, almost all the states, concerned about poor conditions and persistent
lapses of care in SNFs, have undertaken at least small-sclae efforts to move people
from institutional care to HCBC. North Carolina, for example, has for several
years offered a Community Alternatives Program (CAP) and a Personal Care Services
(PCS) program, which allow Medicaid recipients to live in their homes or in homelike
settings and receive health and personal care services. Access to these programs,
however, varies greatly and some areas of the state are plagued by long waiting
lists and a shortage of health and personal care workers.
Special-needs housing, I found, entails its own problems. Though housing finance
agencies wield a number of tools designed to encourage private developers - both
for-profit and non-profit - involvement in low-income housing, few tools address
the plight of very low-income disabled persons - the very kinds of people likely
to subsist on Medicaid and reside in an institution. The Low-income Housing Tax
Credit program, for example, has been very successful in producing housing (535
units this year) that tends to help people within a certain income range (about
50% of area median income) but hasn't had much effect on people with very low
incomes (about 30% of AMI). In some cases, federal subsidies, such as the federal
HOME Investment Partnership program and state subsidies, such as North Carolina's
Housing Trust Fund, have helped bridge the gap, but when a licensed level of care
of service is involved, housing finance agencies, including North Carolina's,
are reticent. The specter of "services" scares away one of the scarcest commodities
in the affordable housing business, experienced developers. In addition, for-profit
developers have little incentive to maintain their properties at below-market
rents once their initial obligation has expired
My research and conversations with NCHFA staff, developers, and advocates for
the elderly and disabled kept pointing me to rental assistance. Lenders like the
NCHFA have exploited almost every method of financing a new housing development.
In the absence of more widespread Medicaid-funded HCBC, however, developers need
ways to keep developments viable over the long-term. Rent subsidies are one way
to do that. They can be tenant-based, like Section 8 vouchers and follow the individual,
or they can be project-based and tied to a particular housing development.
I plan to use my work this summer as a foundation upon which I can build a larger,
more elaborate, research project that will investigate the differences between
project-based and tenant-based rental assistance and how they relate to low-income
special-needs populations. My hope is that the final product will assist the NCHFA
as it decides how best to respond to Olmstead.
ROBERT KAUFMAN, Senior,
Public Policy, Sanford Institute, Duke University
Mentors: Maryann
Keenan and Kirsten Sloan
Site: Federal
Affairs, AARP
This summer I interned with AARP and it was an extraordinary
experience. Under the guidance of Kirsten Sloan, my mentor in AARP's Federal Affairs
Department, I explored the fields of health policy, aging policy, and lobbying.
Although I was exposed to a variety of issues, I concentrated on Medicare reform
- an issue that was constantly in the national spotlight. This year many legislators
proposed bills that would add a prescription drug benefit to the Medicare program,
authorize "give-backs" to medical providers, create a new agency to administer
the Medicare program, or accomplish a range of other objectives. Along with Ms.
Sloan, I analyzed each of these bills and encouraged Senators and Representatives
to incorporate the Association's goals into their legislation.
During my three months of work in the Health, Education and Human Services Division
(HEHS) at the GAO, I had the opportunity to work on a number of separate projects
related to the issue of nursing home oversight. My primary responsibility was
to assist in drafting a response to a request made to the GAO by Senator Charles
Grassley, the Chairman of the Senate Special Committee on Aging. Senator Grassley
sought to determine the accuracy of a claim made by the American Health Care Association,
(AHCA) that both state surveyors and the Health Care Financing Administration
(HCFA) are overzealous in citing nursing homes for violations. The nursing home
lobbying group provided several examples of state and federal citations that it
felt did not represent cases in which nursing home residents experienced actual
harm. Senator Grassley asked the GAO to investigate this claim, and the Aging
Committee forwarded the materials it had received from AHCA to our project team.
The results of our investigation are reflected in the final report, which will
be released to the public this fall.
| One of the most interesting lessons was the importance
of understanding both the policy and the politics behind an issue. |
I truly believe that I learned more during my summer in Washington
than I ever could learn in the classroom. One of the most interesting lessons
was the importance of understanding both the policy and the politics behind an
issue. For example, several Senators and Representatives released proposals to
restore some of the cuts in funding enacted by the Balanced Budget Agreement of
1997 (BBA.) This bill, which was passed when it seemed that the Medicare program
was consuming too much money from the federal budget, mandated reductions in the
federal government's payments to doctors, hospitals, home health agencies, nursing
homes, medical schools, and HMOs. However, since passage, many of these providers
have argued that the cuts were too severe and have urged Congress to restore some
of the money. This has been a popular cause on Capitol Hill because many legislators
want to assist provider groups located in their districts or states. Consumer
organizations, on the other hand, generally oppose these measures because they
fear that increased payments to providers will result in fewer benefits for senior
citizens.
Most lobbyists who opposed the "give-backs" argued that ordinary Americans would
not benefit from these bills. AARP's approach was more complex. We analyzed each
bill and considered why the Representative or Senator proposed it from a political
perspective. We also considered the bills from the perspective of Medicare beneficiaries.
If give-backs had to be made, which would help beneficiaries the most (or hurt
them the least?) Often this analysis was tedious and time-consuming. Nevertheless,
our arguments were more persuasive because we had considered both the policy and
the politics behind the legislation.
Besides my work on Medicare reform, I conducted several interviews with policy
analysts, lobbyists, managers, supervisors, and lawyers at AARP to hear about
aging policy, the political process, and their careers. My first interview came
with Marty Corry, the director of Federal Affairs (AARP's lobbying division.)
He told me about his first job with the Department of Health, Education, and Welfare
- later renamed Health and Human Services. We also discussed how he obtained his
current position and what a typical day is like. During my time in Washington,
I also spoke with the director of the Health Lobbying Team, the director of Federal
Lobbying, and the director of Political Affairs. All of these AARP officials told
me about their jobs, their career paths, and their responsibilities. I asked each
person the best way, in his or her opinion, to enter the field of healthy lobbying.
Their responses were almost unanimous - practical experience, personal contacts,
and good writing skills are extremely important. I gained all three this summer.
ANN B. LONG, Senior,
Gerontology, University of North Carolina at Charlotte
Mentors: Cheri
Anthony-Bergstone, Ruth Yoash-Gantz, Loren Wilkenfeld, & Frank Gantz
Site: W.G.
"Bill" Hefner Veterans Administration Medical Center, Salisbury, N.C.
The internship that I enjoyed this summer consisted of two
distinct experiences: (1) I observed the function of a portion of the Psychology
department, a part of the Behavioral Science Services of the W.G. "Bill" Hefner
VAMC in Salisbury, NC; and (2) I applied for and received permission to collect
data for my thesis from a population of aging veterans who had been diagnosed
with probable Alzheimer's Disease. Because of the separate natures of these experiences,
I was able to observe VA policy from two distinct vantage points.
The larger portion of my time was spent in the observation of how services are
provided to veterans who have been diagnosed with dementia. The medical center
at Salisbury houses a geropsychological center as well as a long-term care facility.
Both of the units were appreciating a hiring boom due to VA fiscal changes; previously
under the control of the Balanced Budget Amendment, VA staffing had been held
at a minimum for a number of years. This year the VA was able to fill several
key staff positions. Further, the psychology department was able to propose and
have approved a post-doctoral internship for psychologists, thereby increasing
their research potential. Prior to my arrival at the facility, I was unaware of
how extensively the medical center employs interns and externs; however, I attended
meetings with a number of medical students from Wake Forest, and met others who
were completing the internship for a Pharm.D. The internship/externship program
is well established on the campus with housing provided for those who wish this
convenience.
Another area in which I observed implementation of policy was in the Resident
Assessment/MDS committees. The medical center has only been performing assessments
using the Resident Assessment Instrument (RAI) approved by HCFA for six months,
and is still in the policy review and implementation stages. Having previously
had experience with this process in a long-term care facility, I was able to make
suggestions about how to code some of the items on the assessment. It was interesting
to see how an institution begins the process of compliance with OBRA regulations
regarding assessments.
| The IRB process gave me an opportunity to observe
how the policies governing research involving human subjects work to protect
the subject from potential harm, while also allowing the institution a first
glace at the methodology proposed . . . a wonderful experience for any student
who wishes to continue their study of aging and aging policy in a research
capacity. |
The VAMC provides inpatient, outpatient, and respite care for
veterans with dementia. It was my privilege to observe all three of these programs
in progress. It was also these three programs from which I selected the candidates
for my research. But before I could select the candidates I was required to apply
for approval of my proposal through the Human Subjects Division of the Institutional
Review Board (IRB). The IRB process gave me an opportunity to observe how the
policies governing research involving human subjects work to protect the subject
from potential harm, while also allowing the institution a first glance at the
methodology proposed. It is a rigorous process, but a wonderful experience for
any student who wishes to continue their study of aging and aging policy in a
research capacity.
Prior to this experience, I had planned to pursue a Ph.D. in Gerontology, and
to focus on Alzheimer's research; however, the internship introduced me to a different
way of thinking of the future of healthcare for our aging society. This exposure
has served to broaden my career objectives, and, as a result, I intend to pursue
a DrPH in Health Policy and Administration. Not bad for a summer's work!
DAVID NIGRO, Senior,
Chemistry/Public Policy, Duke University
Mentor: Gina
Upchurch
Site: Senior
PHARMAssist, Durham, NC
In pursuing my interests in healthcare for senior citizens,
I became involved with the Duke Leadership in an Aging Society Internship Program.
As an intern for the program, I was able to choose a work site for the summer
of 2000. Senior PHARMAssist seemed to be
a perfect fit for my interests.
Senior PHARMAssist is a nonprofit organization
located in Durham, NC, whose mission is to aid seniors with their pharmacy needs.
One way they accomplish this is to help pay for prescription medicines for seniors.
Clients that receive this assistance must be Durham County residents, have an
income between 100% and 150% of the poverty level and not receive full Medicaid
benefits. These clients can go to any Durham county pharmacy and pay an eight-dollar
copay per prescription; Senior PHARMAssist
covers the rest of the cost for formulary medications. In addition to this financial
assistance, Senior PHARMAssist requires
that clients have a one on one medication review with the pharmacist every six
months to make sure the client is taking his/her medications safely and effectively.
As an intern, I was able to participate in some strategic planning that Senior
PHARMAssist was conducting this summer.
The organization examined the current debate concerning a government sponsored
medication assistance program as well as North Carolina's need for programs similar
to Senior PHARMAssist. In this process,
I helped develop and administer a questionnaire to over twenty-five hospitals,
free clinics, and nonprofit organizations to determine what other counties are
doing to widen pharmacy access. At the end of the strategic planning process I
was able to deliver my thoughts on the future of Senior PHARMAssist
in written form to the Board of Directors.
| It was this direct patient interaction that I
valued most this summer. As an aspiring physician, I feel it is important
for me to be able to communicate clearly with people of all ages and backgrounds. |
In addition to my work on the strategic planning initiative,
I was able to interact directly with Senior PHARMAssist's
clients. During the biyearly medication reviews, I was able to administer general
health questions to clients. This data, along with the data collected from the
pharmacist's interview, was then entered into a computer database. This database
is used to track the health outcomes of Senior PHARMAssist's
intervention. It was this direct patient interaction that I valued most this summer.
As an aspiring physician, I feel it is important for me to be able to communicate
clearly with people of all ages and backgrounds. These interviews provided an
excellent way for me to develop my communication skills with senior citizens.
My summer with Senior PHARMAssist was a
great experience as it combined my interests in policy and client interaction.
I would like to thank Gina Upchurch, executive director of Senior PHARMAssist,
and all the staff and volunteers for their help and support this past summer.
R. HARBOUR PARTESOTTI, Senior,
UNC School of Law
Mentor: Wendy
Sause
Site: NC
Division of Aging
Like many other law students caught up in learning abstract
legal theories and principles, during my first year of law school I often questioned
why I was here. My internship at the North Carolina Division of Aging (DoA), however,
renewed my purpose in law school and more importantly, life: to gain the tools
needed to enhance the well-being of people as they age.
While I anticipated that my internship would be exciting and insightful, my experience
this summer exceeded all expectations. While Dr. Maddox gave the program participants
an introduction to the "Territory of Aging" prior to our internships, my experience
at the DoA truly fleshed out the concept of aging as a vast territory by providing
me with unlimited opportunities to learn about all aspects of the aging network
and aging policy in North Carolina.
My main goal for the summer was to understand the laws that affect the elderly
in our state and more importantly, the policies behind them. My work included
research, legislative tracking and visits to a number of meetings and forums on
diverse issues in the aging policy arena. Fortunately, working at the DoA allowed
me to have many resources at my fingertips. While, at first I felt overwhelmed
by the wealth of knowledge and opportunities made available to me, the guidance
and support I received from my mentor and others at the DoA helped me grasp a
solid understanding of the principles and issues in the field.
During the summer, I primarily researched the differences between assisted living
and nursing home facility regulations, and started a project that I hope to develop
into a master's paper for my degree in Public Health. I also looked at the employment
discrimination policies in facilities that care for the elderly and gathered pertinent
materials for a new elder law attorney to use in her work.
My summer internship went beyond exposure to issues that North Carolina needs
to address to better care for its aging population. It introduced me to the major
players in the state's aging network, people who care immensely about certain
issues and are constantly forging new paths to accomplish their goals. I had the
opportunity to meet and watch these leaders in action at various meetings and
conferences across the state with groups such as the Senior Tarheel Legislature,
North Carolina Coalition on Aging, North Carolina Legislative Study Commission
on Aging, and North Carolina Institute of Medicine Long Term Care Task Force.
Participation in the Summer Symposium on Aging in Asheville, Senior Plus Public
Benefits Training, Division of Facility Services Surveyor Training and the Regional
Ombudsman Certification program provided me with an interactive experience though
which I greatly furthered my understanding of all that I had read and researched.
I also had the opportunity to shadow Karen Gottovi, Director of DoA, during some
of her visits to the General Assembly which proved to be a wonderful experience.
| I discovered how through compromise and collaboration,
even those with views on opposite ends of the poles can come together to
produce needed results and shape the direction of future policy. |
By interacting with policy leaders, local providers, and elderly
citizens, I gained an appreciation of the varied perspectives that individuals
and groups at different levels of the aging network bring to the playing field
and the challenges of incorporating these positions into decision making at the
state level. I discovered how through compromise and collaboration, even those
with views on opposite ends of the poles can come together to produce needed results
and shape the direction of future policy. Not to mention that observing day-to-day
operations in a state agency was a unique learning experience in itself.
I was so very fortunate to work alongside the staff at the DoA. I was impressed
by their dedication to improving the lives of elderly in our state and commitment
to sharing their knowledge, and experiences with me. My mentor and the state's
Long Term Care Ombudsman, Wendy Sause, provided excellent guidance and support.
For her kindness in sharing so much of herself and her time, I am eternally grateful.
Through working with Wendy and others at the DoA, I developed an appreciation
for the successes and challenges related to working as an advocate and was able
to meet and share ideas with other advocates across the state. The opportunity
to interact with so many inspiring and interesting individuals was the highlight
to my summer experience, and I aspire to continue and build on the good work that
they do to benefit the lives of countless elders.
ELIZABETH PRADA, Senior,
Biology/Public Policy, Duke University
Mentors: Laura
Summer & Kristen Kilker
Site: The
National Academy on an Aging Society
My sponsor for the summer, the National Academy on an Aging
Society, is a non-partisan public policy institute that investigates the impact
of demographic change on public and private institutions as well as families.
The Academy functions primarily as a source of information for policy-makers,
the media, and non-profit organizations on topics related to aging. As a research
assistant, I worked primarily on two projects targeting underprivileged senior
populations. My duties included extensive literature and internet research, memo
writing, legislative tracking and attendance at various Congressional hearings
and briefings.
Under the direction of Laura Summer, MPH, I researched the effectiveness of outreach
programs working to inform low-income seniors about Medicare Buy-in programs.
Commonly known as QMB (Qualified Medicare Beneficiaries) and SLMB (Specified Low-Income
Medicare Beneficiaries), Medicare Buy-ins are government entitlement programs
that exist to provide financial assistance for out-of-pocket Medicare costs. Buy-ins
provide a crucial safety net for millions of indigent seniors and disabled people
who may not necessarily qualify for full Medicaid benefits to fill gaps in their
Medicare coverage. Often, these individuals cannot afford necessities such as
adequate food, utilities and prescription drugs because they must pay first for
outpatient medical care. The Academy's Medicare Buy-in program research will be
used to encourage innovative outreach programs.
| On a personal level, low health literacy can
be demeaning for a patient who may feel too intimidated to ask questions
regarding his or her medical treatment. |
My second task, under the direction of Kristen Kilker, MPP,
was to research efforts to address low health literacy. "Health literacy" is the
ability to apply reading and simple quantitative skills to individual health decisions
such as how to take prescription medication. Close to 90 million Americans have
literacy problems and therefore may require extra assistance in understanding
their health care choices. Without this help, billions of dollars are lost annually
to pay for non-compliance with treatment regimens. On a personal level, low health
literacy can be demeaning for a patient who may feel too intimidated to ask questions
regarding his or her medical treatment. Addressing low health literacy goes far
beyond the ability to read; it is really an issue of comprehension and overcoming
stigma. This research will be used to increase awareness of this growing problem
in health care.
I am extremely grateful to have had the opportunity to become involved in health
policy research so early in my college career. My internship at the Academy was
an important, practical learning experience. With the knowledge gained this summer,
I now have a better understanding of the implications of aging, poverty and low
literacy to the future of medicin.
JANET ROSENBLAD, Senior,
Joint Degree Student, Public Policy, Sanford Institute, and Law, Duke University
Mentors: Walter
Ochinko and Don Walthall
Site: U.S. General
Accounting Office
As an intern with the U.S. General Accounting Office, my primary
goal this summer was to better understand the distinctive roles that both the
federal and state government play in developing and implementing long-term care
policy. Recent work from the Health, Education and Human Services Division (HEHS)
of the GAO on nursing home quality of care issues across the states served as
a great starting point for me to analyze long-term care issues from both a state
and federal perspective.
My general assignment was on a team looking at the nursing home survey process
within four states and evaluating whether the quality of care within nursing homes
has improved since the GAO's initial work on this issue about two years ago. The
project originated from a request made by Senator Charles Grassley, the Chairman
of the Senate Special Committee on Aging, who was interested in learning about
the progress in nursing home quality of care. My main contribution to this project
was in creating an appendix to the report that consisted of a timeline delineating
the status of numerous federal initiatives over the two years. This timeline helped
demonstrate the extensive process involved in implementing federal initiatives
into the complex and variable health care systems among the states.
In addition to my work with the nursing home quality of care team, the majority
of my time this summer was spent working on a study requested by Senator Bond,
Chairman of the Small Business Committee. Senator Bond asked GAO to determine
if there is a difference in the quality of care delivered by chain nursing homes
compared to independently owned nursing homes. In analyzing this issue, I was
responsible for working with the same four states on developing databases within
each state that identified chain and non-chain nursing homes. After compiling
this data, I used a federal database on quality of care problems identified during
annual state inspections of nursing homes to highlight significant differences
between the two groups. I also conducted more specific analysis comparing the
performance of homes affiliated with the top ten national nursing home chains
with all other chain homes. The great deal of effort required to create these
databases demonstrated to me how difficult it can be to identify accurately chain
nursing homes and how they are affiliated with other homes.
Besides these particular projects within the GAO, I was also given the opportunity
to attend congressional hearings on Capitol Hill, including one at which the GAO
gave testimony. One hearing that was particularly interesting was regarding a
nursing home staffing report recently released by the Health Care Financing Administration
(HCFA). This area has become critical to evaluating quality of care issues in
nursing homes and will likely continue to increase in importance as the situation
appears to be worsening.
| Overall, my experience this summer afforded me
the opportunity to use the skills I have acquired in my graduate studies
within the long-term care field. |
Overall, my experience this summer afforded me the opportunity
to use the skills I have acquired in my graduate studies within the long-term
care field. During my time at GAO, I was able to witness the significant interplay
between the federal government and individual states in the implementation and
evaluation of nursing home quality of care issues. Working at the GAO not only
provided me with this unique perspective, but also gave me the opportunity to
participate substantively in the process.
JEFFREY RURKA, Senior,
Health Behavior/Health Education, UNC School of Public Health
Mentor: Eleanor
McConnell
Site: Duke
School of Nursing/Durham VA
For my internship placement, I worked with Dr. Eleanor McConnell
in the Geriatric Research, Education, and Clinical Care (GRECC) center at the
VA Hospital in Durham, N.C. We primarily investigated several different ways to
improve the independence and functional status of patients with dementia using
new care techniques that are collectively called "abilities focused care". In
the past, it was believed that the progression of Alzheimer's Disease and other
dementing illnesses resulted in a continual decline in the functional abilities
of the patient and increased dependence on caregivers. Research now shows that
patients with early to mid stage dementia actually possess "preserved abilities"
(i.e. self care abilities such as feeding, toileting, and bathing) that become
hidden behind primitive reflexes. Examples of these reflexes may include clamping
down one's mouth during mealtime feeding or forcefully grasping a caregiver's
arm while dressing or bathing the patient. These uncontrolled behaviors can be
extremely frustrating and are frequently misunderstood by the caregiver as being
aggressive in nature. New research has demonstrated that many of these reflexes
are unknowingly prompted. It is suggested that new caregiving techniques which
use simple, direct commands that encourage patients to utilize existing skills
for their own self care will reduce these episodes and increase the functional
independence and dignity of the patient.
The first protocol that I worked on sought to test the efficacy of a bedside storage
tray that would keep a demented patient's sensory appliances (eyeglasses, hearing
aids, and dentures) in one easily identifiable place. Such items are frequently
lost due to staff changes throughout the day and differences in opinion regarding
the "best" place to store such appliances when they are taken off. Misplaced items
severely limit the patient's ability to attain even modest levels of functional
independence due to a concept called "excess disability", or the disability above
and beyond that which is caused by their dementia. The goal of this project was
twofold. First, we wanted to see if the presence of the storage tray would prompt
patients to use their appliances more often. Second, we wanted to examine the
effectiveness of the tray in prompting nurses to check for missing appliances
once the tray was incorporated into an everyday care routine. A research nurse
and myself conducted behavioral observations on 12 patients in the nursing home
care unit (NHCU) of the VA Hospital as well as separate follow-up interviews and
focus groups with both the patients and the nursing staff to learn about their
opinions of the tray and any suggestions they had for modifications. While we
found only modest improvements in the use of sensory appliances among the patients,
the nursing staff was extremely pleased with the tray's performance, stating that
it saved a great deal of time in locating appliances during morning care practices.
As researchers, we learned a great deal about improving our observation practices
and inter-rater reliability for a larger upcoming multi-site study. Most importantly,
the patients thoroughly enjoyed the "consulting" role that they played in describing
improvements to the tray. I think many feel quite helpless and useless as their
cognitive abilities decline and this project enabled them to have a participatory
role in a project that would ultimately help other patients.
My other responsibilities were to assist in the writing of a VA sponsored clinical
initiatives grant that seeks to improve patient care and outcomes within the NHCU
through staff and environmental changes. I had never before been involved in the
writing of a grant application and this process was made all the more challenging
because our research objectives and goals had to match clearly defined mandates
according to new VA policies. The VA has recently undertaken an extensive re-evaluation
of its goals and priorities in the past year which are expected to improve patient
care and satisfaction across all aspects of the system. Any project sponsored
by the VA must directly address and impact these mandates. My responsibility was
to write a section on how our grant matched the new initiatives of the VA system.
This exercise proved to be a terrific tool in teaching me how to frame research
objectives in a way that met the needs of many different parties, including researchers
and policymakers.
| I was struck by how leaders within the field
are gradually shifting their focus on health from one which is centered
primarily on individual patient behaviors to one which considers the impact
of the environment on health outcomes and behavior. This is a crucial foundation
of public health and it is satisfying to see that such ideas are becoming
mainstreamed within the larger medical community. |
I also assisted in helping to conceptually define how we were
going to measure patient satisfaction among demented elderly. Because this is
a population that cannot readily speak on its own behalf, I conducted extensive
literature searches on how best to measure satisfaction among this population.
This work not only further expanded my knowledge about dementia, but it again
spoke to the fact that many patients can retain a level of cognition far beyond
what we have previously believed.
Overall, my summer practicum was an incredible experience. I enjoyed the diversity
of responsibilities that I had, and the mix of research and patient interaction
was exactly what I was looking for. From a policy standpoint, I found it interesting
to grapple with a new set of policies rather that to be creating them as it
stressed the need for clear, interpretable approaches to change that can be
operationalized by many different sets of people. This is an important lesson
to keep in mind for any future endeavors I may have in the policy arena. With
regard to the practice and research aspect of this summer, I was struck by how
leaders within the field are gradually shifting their focus on health from one
which is centered primarily on individual patient behaviors to one which considers
the impact of the environment on health outcomes and behavior. This is a crucial
foundation of public health and it is satisfying to see that such ideas are
becoming mainstreamed within the larger medical community.
YEAR 2000 GABEL FAMILY ENDOWMENT INTERNS
In 1998, the family of Frederick
D. and Kathleen Roberson Gabel established an endowment in
their name to support mentored internship opportunities and leadership
development for Duke students who have the potential to be the next
generation of leaders to address the complex issues facing an aging
society. Those issues include care and services of older adults with
Alzheimer's Disease.
The two Duke students chosen to receive Gabel Internships for the Year
2000 are Unzila Ali and Robert
Kaufman:
Unzila Ali
is currently a senior majoring in economics with a chemistry minor and
pre-med interests. A member of Golden Key with an outstanding academic
record, Unzila has been involved in research and her past experiences
include volunteering with the Greater Miami Chapter of the Alzheimer's
Association and the Community Way Adult Day Care Center in Durham. Her
internship was with the Wien Center (at Mt. Sinai Medical Center in
Miami Beach) which specializes in memory disorders.
Robert Kaufman is a senior public
policy major. His excellent academic record includes Phi Beta Kappa
membership, a President's Research Fellowship and being valedictorian
of his high school class in Plainview, NY. He has logged over 300 volunteer
hours in nursing homes and also volunteered in a geropsychiatric unit.
In addition to his health policy course work, he has pursued other relevant
courses in aging at Duke under the guidance of Dr. Deborah Gold. Rob's
internship was with the Federal Affairs Division of AARP in Washington,
DC, working on the health care team.
|
GLAXO WELLCOME LTC CAREER DEVELOPMENT AWARDS
2000-2001 AWARD RECIPIENTS
GARY G. BENNETT, Jr. Clinical
Psychology
Neuroendocrine and Cardiovascular Correlates of Chronic Psychosocial
Stress in Employed Women
Gary Bennett's dissertation research will address the relation
among gender, occupational stress, and the resulting coping strategies. The
emphasis will be on measuring the physiological expression of chronic stress
exposure in order to explore how such exposure may manifest itself, e.g.,
later in life as hypertension.
JENNIFER Q. MORSE Clinical Psychology
Predictors of Depressive Relapse in Late-Life
Jennifer Morse's dissertation research will apply a theory
about vulnerability to depression and depressive relapse from the adult literature
to a late-life sample. It hypothesizes that a match between personality and
life experiences will predict depressive relapse significantly better than
the person's personality of numbers of stressors alone.
RECOMMENDATIONS RELEASED
THE NORTH CAROLINA INSTITUTE OF MEDICINE TASK FORCE
ON LONG TERM CARE
PRELIMINARY REPORT AND RECOMMENDATIONS Released in
June 2000
Visit the NC IoM Website at www.nciom.org
To view the report.
Look for Final Report Early in 2001
ANNOUNCING RECENT UPGRADES
THE DUKE LTC RESOURCES PROGRAM WEBSITE
HAS RECENTLY BEEN UPGRADED TO SERVE YOU BETTER.
More pictures
New generation formatting
Video clips from the Leadership Seminar
More information about Interns and Senior Leaders
Visit the site at its New Address
ltc.duke.edu
The Duke LTC Resources Program Wishes you the best during the Holiday
Season and into 2001.
|
PLEASE MARK YOUR CALENDARS
The George L. Maddox Annual Lecture
featuring
James Fries, MD
on
"The Compression of Morbidity -2001"
March 29, 2001
Searle Center, Duke University Medical Center Library
|