The assessment process is a critical step in creating a care plan. In order to design a customized plan suited to the individual, a thorough assessment is made by the care manager. This assessment covers four areas:

1. Client Assessment. Pertinent information is obtained from the client/family regarding social, medical, educational, vocational, and mental history. Includes a functional assessment, review of medications, dietary needs, use of special equipment and therapy, any impairments, and evaluation of physical and mental capabilities.
    
2. Safety Assessment. This assessment is specific to the client's place of residence. The review includes assessing all rooms in the residence to identify specific safety precautions in place, potential hazards, electrical safety steps, and accessibility of medications. A fall risk assessment is also included.
    
3. Mental Status. This assessment includes evaluation of the client's mental state. Standardized questionnaires may be utilized to determine client mental status and capabilities.
    
4. Family Assessment. A thorough review of the support structure and chain of responsibility associated with the client is completed. Information about family, friends, and health professionals who support the client is obtained.
    

Based on the information gathered during this process, the care manager will design and structure a program that will provide needed support and services to the Geriatric client. This customized program will address the specific needs of the client as determined by the care manager, while incorporating client, family, and caregiver input. Subsequent services will be consistent with this program, as agreed upon by all involved.