Step 1: Assess

Comprehensive Geriatric Assessment with Vanessa Valerio

Led by Vanessa Valerio, RN, GCM, MSg, this holistic in-home evaluation covers physical health, cognitive function, psychosocial well-being, home safety, family dynamics, and legal readiness. Using our evidence-based P.I.C.O.T. framework, we build a complete clinical picture so families can make informed decisions with confidence.

Vanessa Valerio conducting a geriatric assessment conversation with an elderly woman at home

What Makes This Assessment Comprehensive

  • Covers six clinical domains in a single visit
  • Conducted in the home by an RN and geriatric care manager
  • Produces a written report with prioritized recommendations

How It Connects to the Overall Process

The Comprehensive Geriatric Assessment is the entry point of a structured, four-phase care navigation process. Every decision that follows is anchored in these findings.

Assess

The Comprehensive Geriatric Assessment is the foundational first step. Every recommendation, plan, and service that follows is grounded in these findings.

Plan

Assessment findings are translated into a strategic care plan with prioritized goals, timelines, and assigned responsibilities.

Coordinate & Advocate

Results may indicate the need for specialist referrals, provider coordination, or medical advocacy — all initiated from the assessment.

Support at Home

The assessment determines the type and level of in-home support needed to maintain safety, independence, and quality of life.

Our Approach: Evidence-Based, Human-Centered

Every assessment follows Vanessa's P.I.C.O.T. framework — a structured, evidence-based methodology adapted from clinical research practice and grounded in over 15 years of geriatric care experience.

P

Population

Understanding the individual — their history, values, strengths, and the specific challenges they face as an older adult.

I

Intervention

Identifying what actions, services, or changes may address the needs found during assessment — always centered on the person, not the task.

C

Comparison

Evaluating options against evidence-based best practices and clinical standards, so recommendations are grounded in what has been shown to help.

O

Outcome

Defining measurable goals — safety improvements, reduced hospitalizations, caregiver relief, or maintained independence — so progress can be tracked.

T

Time

Establishing realistic timelines for reassessment and adjustment, because care needs evolve and plans must adapt accordingly.

Ask Vanessa P.I.C.O.T. framework infographic showing Population, Intervention, Comparison, Outcome, and Time

What the Assessment Covers

A Comprehensive Geriatric Assessment evaluates six interconnected domains. Together, they provide the clinical foundation for every care decision that follows.

Physical Health Review

Evaluation of current medical conditions, medication management, pain levels, nutrition, sleep patterns, and coordination with primary care physicians and specialists.

Cognitive & Functional Status

Standardized screenings (MoCA, MMSE) to assess memory, attention, and judgment, combined with a review of Activities of Daily Living (ADLs) and Instrumental Activities of Daily Living (IADLs).

Psychosocial & Emotional Well-Being

Assessment of mood, social engagement, isolation risk, grief, anxiety, and the quality of relationships — factors that significantly influence health outcomes in older adults.

Home Environment & Safety

In-person evaluation of the living space for fall hazards, accessibility barriers, emergency preparedness, and whether the home supports the individual's current level of function.

Caregiver & Family Dynamics

Understanding who provides support, how responsibilities are distributed, whether caregiver burnout is present, and what family conflicts may affect care decisions.

Legal & Financial Readiness

Reviewing whether advance directives, powers of attorney, and financial plans are in place — and identifying gaps that may need attention before a health crisis occurs.

What Families Often Notice

  • A clearer, more complete picture of their loved one's situation than they had before — often revealing needs that were not previously apparent.
  • Greater confidence in conversations with physicians and specialists, because the assessment provides organized, clinical-quality information to share.
  • Reduced family disagreement, as the written findings offer an objective basis for care decisions rather than differing impressions.
  • Identification of risks — such as medication interactions, fall hazards, or early cognitive changes — that may be addressed before a crisis occurs.
  • A sense of relief from having a structured starting point, rather than continuing to manage concerns informally.

A Typical Situation

A family in Los Gatos contacted us after their 83-year-old mother was discharged from the hospital following a fall. She insisted she was fine, but her children noticed missed medications, spoiled food in the refrigerator, and unpaid bills — none of which had been flagged during the hospital stay.

The assessment covered all six domains over a two-hour home visit. Findings included mild cognitive changes (MoCA score of 22), three fall hazards in the bathroom, an outdated medication list with two potential interactions, and no advance directive on file.

The written report gave the family a clear, prioritized list of next steps. Within two weeks, bathroom modifications were complete, medications were reconciled with her physician, and a strategic care plan was in progress. The family later noted that having one comprehensive document made it possible to coordinate across three siblings in different states.

What to Expect

The assessment is conducted in the individual's home and typically takes 90 minutes to two hours. It is unhurried, respectful of the person's dignity, and designed to observe daily function in a familiar setting.

A written report with prioritized findings and recommendations is provided afterward. There is no obligation to proceed with any additional services.

Next Steps

If this situation feels familiar, a no-obligation conversation can help clarify whether a comprehensive assessment is the right starting point.