01Purpose and principlesWhat the assessment is for and the core concepts behind it.
Start with the person's account of what changed and what matters most. Ask what they could do before the current illness, which activities are now difficult, what outcome would make treatment worthwhile and what they fear losing. Use a trained interpreter, hearing aids, glasses, pain relief and an unhurried environment so communication failure is not mistaken for incapacity or cognitive decline.
Construct a dated acute problem list. Older adults may present with a fall, immobility, poor intake, incontinence or confusion rather than an organ-specific symptom. Examine fully and investigate plausible serious disease while avoiding indiscriminate testing. Record diagnoses, uncertainty, severity, trajectory and which findings are chronic, acute or treatment-related.
Establish baseline function from the period before acute deterioration, commonly about two weeks earlier. Separate basic ADLs such as washing, dressing, toileting, transfers and eating from IADLs such as cooking, shopping, transport, finances and medicine management. Describe assistance, equipment, time, cueing and recent change; a score without context misses the mechanism and discharge requirement.
Assess mobility and falls directly when safe: transfers, gait, walking aid, footwear, postural blood pressure, strength, balance, pain and fear of falling. Review fracture and osteoporosis risk. Physiotherapy identifies capacity and rehabilitation potential; occupational therapy tests meaningful tasks and environmental fit rather than simply confirming that a person walked once on a ward.
Reconcile medicines from at least two sources and include prescribed, over-the-counter, herbal, inhaled, topical and as-required products. For each medicine identify current indication, benefit horizon, adherence, administration help, renal or hepatic suitability and adverse-effect contribution. Deprescribing is a monitored shared decision, not deletion of every preventive drug because the patient is old.
Screen cognition for delirium first, then longer-standing impairment. Obtain collateral about memory, executive function and fluctuation. Assess mood, anxiety, sleep, alcohol, loneliness and grief, recognising that apathy, withdrawal and somatic symptoms may signal depression. Check hearing and vision before interpreting any cognitive score and arrange diagnostic assessment when screening is abnormal.
Nutrition assessment includes weight trajectory, BMI, appetite, swallowing, dentition, ability to obtain and prepare food, feeding assistance and disease-related catabolism. Check continence, constipation, urinary retention and skin integrity. Investigations are hypothesis-led: FBC, renal, liver, glucose, calcium, CRP, urinalysis, ECG and imaging are selected from the acute and chronic problem list rather than ordered as a universal geriatric panel.
Map the social system. Record home layout, heating, stairs, bathroom, alarms, transport, care visits, night support, finances affecting care and who performs each hidden task. Speak with the carer separately when appropriate, ask what support they provide and whether they can and are willing to continue, and offer a carers assessment rather than presuming unlimited family capacity.
Capacity is decision- and time-specific. Support the person to understand, retain, use or weigh and communicate the relevant information. An unwise choice does not prove incapacity. If capacity is absent, identify any valid lasting power of attorney, advance decision and relevant wishes, consult those close to the person and document a proportionate best-interests decision without allowing family preference to become proxy consent.
The case conference prioritises interacting problems. A feasible plan might treat infection, reduce sedative burden, provide strength and transfer practice, change meal support, install equipment and arrange continence review. Set the least restrictive safe destination and document contingency triggers. Discharge summaries state new baseline, outstanding uncertainty, medicine changes with reasons, rehabilitation plan and who will review each item.
Review makes CGA effective. Reassess delirium, function, intake, pain, continence, mood, carer capacity and goals after interventions. If progress stalls, revisit missed disease, adverse medicines, depression, sensory loss, environment and rehabilitation intensity. Functional non-recovery is a clinical signal, not merely a placement problem.
CGA should reduce fragmentation rather than multiply appointments. For severe frailty or multimorbidity, agree one coordinating clinician, align reviews, simplify monitoring and use anticipatory planning. Balance prevention against likely benefit, burden and competing mortality while maintaining vaccination, symptom treatment, dental, sensory and social care that preserves daily life.
Key points
- CGA is a multidimensional, interdisciplinary diagnostic and planning process with implementation and review; a long clerking or screening form alone is not CGA.
- First priority remains diagnosis and treatment of acute illness. Build CGA alongside emergency care and revise it as delirium, pain and physiology improve.
- Establish baseline about two weeks before the acute illness from the person and collateral sources: mobility, ADLs, IADLs, cognition, mood, continence, nutrition and support.
- Cover medical problems and prognosis, medicines and adherence, function and falls, cognition and mood, vision and hearing, social network, housing, safeguarding and personal goals.
- Ask permission for collateral where the person has capacity; when they lack capacity, use necessary and proportionate information in their best interests and document reasoning.
- Name treatment burden: appointments, monitoring, administration complexity, adverse effects, travel, cost to daily life and the work transferred to family carers.
- Translate every important finding into an action, owner and review point. Unowned problem lists and vague recommendations do not improve outcomes.
- The MDT may include geriatric medicine, nursing, pharmacy, physiotherapy, occupational therapy, social work, dietetics, speech and language therapy and mental-health expertise.
- Goals and advance plans guide proportional care but do not remove the duty to assess reversible illness, relieve symptoms or revisit decisions when circumstances change.
- CGA is iterative: compare progress with baseline, test the discharge environment, reconcile medicines and communicate a single plan across settings.
02Indications, selection and cautionsWhen it is useful, when urgency changes and important limitations.
Falls, delirium, immobility, incontinence or poor intake may be the first expression of infection, stroke, medicine toxicity, pain or organ failure.
A new need for help with transfers, toileting, feeding or medicines quantifies illness impact and frames rehabilitation and discharge decisions.
Complex timing, monitoring, transport and administration may consume the person's day and transfer substantial unpaid work to a carer.
Absent hearing aids, poor vision, aphasia, language difference, fatigue and pain can imitate cognitive impairment or apparent refusal.
Carer strain, missed visits, environmental hazards, financial difficulty or safeguarding concern can invalidate an otherwise reasonable medical plan.
Long-term disease targets may conflict with comfort, mobility, independence and time at home; the conflict needs an explicit shared decision.
03Method and interpretationA systematic approach to the test and its findings.
Read from the initial assessment onwards. Tests may run in parallel in urgent care; first-line, preferred, confirmatory, definitive and gold-standard labels appear only when the chapter explicitly states them.
- 01
Acute clinical assessmentFirst step - Why
- Identify time-critical and reversible disease before attributing change to frailty.
- Interpretation and limitations
- Use ABCDE, observations, full examination and targeted tests from the presentation; repeat assessment because early signs and inflammatory responses may be muted.
- 02
Baseline ADL and IADL history - Why
- Measure change and practical support needs.
- Interpretation and limitations
- Describe pre-illness independence, cueing, hands-on help, equipment and time for basic and instrumental tasks using person and collateral evidence.
- 03
Medication reconciliation and review - Why
- Find omission, duplication, interaction, adverse effects and administration burden.
- Interpretation and limitations
- Compare at least two reliable sources, include non-prescription products and link each medicine to indication, benefit, harm, adherence and monitoring.
- 04
Cognition, mood and sensory screen - Why
- Detect delirium, longer-term cognitive change, distress and communication barriers.
- Interpretation and limitations
- Use 4AT for possible delirium, then validated cognition and mood tools when stable; test hearing and vision and interpret scores in context.
- 05
Mobility, falls and environment - Why
- Define rehabilitation potential and immediate safety.
- Interpretation and limitations
- Observe transfer and gait when safe, measure lying and standing pressure, review feet and aids, and assess the real home task and layout through therapy input.
- 06
Nutrition, continence and skin - Why
- Identify reversible drivers of decline and care dependency.
- Interpretation and limitations
- Record weight loss, swallowing, food access, bowel and bladder pattern, retention risk, pressure injury and the assistance required for each.
- 07
Capacity, collateral and social map - Why
- Establish lawful decision-making and a deliverable plan.
- Interpretation and limitations
- Document decision-specific capacity, information sources, representatives, home support, carer willingness, safeguarding issues, goals and contingency options.
04Clinical next stepsHow the result changes management or prompts escalation.
01First-line sequenceStabilise, establish baseline, then integrate domainsFirst stepFirst lineAn older adult presents with acute illness, functional decline or complex discharge needs.+
- 1Treat immediate physiological threats and obtain essential collateral, baseline function and medicine information in parallel.
- 2Assess medical, functional, psychological, sensory, social and personal-priority domains with the relevant MDT members.
- 3EscalationCreate one prioritised plan in which every action has an owner, timeframe, outcome and escalation trigger.
02Capacity and collateralSupport participation and use information lawfullyCommunication is difficult or the person may not understand a material decision.+
- 1Correct pain, delirium, hearing, vision and language barriers and explain the specific decision in accessible form.
- 2Assess and document decision-specific capacity; seek consent for collateral when capacity is present and use proportionate best-interests information when absent.
- 3Identify attorneys, advance decisions, wishes and carers, then record the least restrictive best-interests process if required.
03MDT implementationConvert findings into treatment and rehabilitationMultiple domains interact or one service cannot deliver a safe plan alone.+
- 1Agree the principal clinical and functional goals with the person and identify which problems are reversible, adaptable or fixed.
- 2Coordinate medical treatment, pharmacy review, rehabilitation, nutrition, equipment, care support and safeguarding rather than issuing parallel lists.
- 3Test the plan against day and night needs and communicate new baseline, reasons for changes and named follow-up across settings.
04Non-response reviewReopen diagnosis and feasibilityFunction, cognition, intake or care safety fails to improve as expected.+
- 1Repeat examination and targeted investigation for missed infection, pain, retention, constipation, medicine harm, depression or neurological disease.
- 2Check whether aids, rehabilitation, nutrition and care were actually delivered and whether sensory or cognitive barriers prevented use.
- 3Revise goals, prognosis and destination with the person and carer while maintaining symptom relief and safeguarding.
05Risks, monitoring and follow-upComplications, safety checks and further assessment.
- Track acute physiology and disease-specific results alongside delirium, pain, mobility, ADLs, intake, continence and sleep; biochemical recovery alone does not establish readiness for discharge.
- Reconcile medicines at every transition and record start, stop and dose-change reasons, intended duration, monitoring owner and restart conditions after acute illness.
- Review rehabilitation with observable tasks meaningful to the person, not only generic strength scores or distance walked under ideal supervision.
- Ask the carer again about capacity and strain after the plan is demonstrated; willingness at admission may change when new night or personal-care tasks become clear.
- Revisit capacity whenever the decision or cognition changes and preserve evidence of the person's own values throughout fluctuating illness.
- Audit whether actions occurred, who owns outstanding results and what symptom or functional change should trigger primary, community or acute review.
06Special situationsVariants, exceptions and circumstances that change the usual approach.
CGA is a treatment process
Benefit comes from assessment linked to interdisciplinary intervention, implementation and follow-up, not from completing more screening boxes.
Baseline needs a date
Function during delirium or sepsis must not be used as the person's stable frailty or long-term care baseline.
Collateral is clinical evidence
A family member, care record or pharmacist may reveal abrupt change, missed doses and hidden dependency that the ward snapshot cannot show.
Function localises problems
Failure at shopping can reflect gait, vision, executive function, transport or money; naming the mechanism determines the intervention.
Carer capacity is finite
A plan relying on unpaid care is unsafe until the person providing it understands the tasks and confirms willingness and ability.
One coordinator reduces burden
A named clinician and aligned reviews can prevent disease-specific plans from becoming mutually impossible.
07Common pitfallsFrequent interpretation and management errors.
- 01
Calling a long admission clerking CGA when findings have no coordinated actions, owners or review.
- 02
Scoring function or frailty during acute delirium and presenting it as the person's stable baseline.
- 03
Asking relatives to make decisions without consent, capacity assessment or identification of lawful authority.
- 04
Treating a fall or confusion as old age without examining for acute disease, pain and medicine toxicity.
- 05
Designing discharge around assumed family help without assessing carer strain, willingness and night-time tasks.
- 06
Optimising every disease target separately until medicine, monitoring and appointment burden becomes unmanageable.