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Resources for the Comprehensive Geriatric Assessment based
Proactive and Personalised Primary Care of the Elderly

Social Assessment

The ‘Questioning Model’ of social assessment, whereby a series of pre-determined questions are asked, has been the customary approach to social assessment by the medical profession.

The ‘Exchange Model’ has been utilised more and more by care organisations. The Exchange Model, emphasises the importance of independence and quality of life when establishing needs and thus is a person-centred activity.

The UK Care Act 2014 underscores the right of individuals to have a needs assessment, and stipulates that local authorities must:

  • Carry out an assessment of anyone who appears to require care and support, regardless of their likely eligibility for state-funded care

  • Focus the assessment on the person’s needs and how they impact on their wellbeing, and the outcomes they want to achieve

  • Involve the person in the assessment and, where appropriate, their carer or someone else they nominate

  • Provide access to an independent advocate to support the person’s involvement in the assessment if required

  • Consider other things besides care services that can contribute to the desired outcomes (e.g. preventive services, community support)

  • Use the new national minimum threshold to judge eligibility for publicly funded care and support.



Because GPs are constrained by time and sometimes resources, the task of collecting and collating social and financial information about a patient may be delegated to members of a Multidisciplinary Team (MDT), or via questionnaires to the patient themselves, or a well-informed carer, a nurse or health care assistant.

There are examples of the voluntary care sector undertaking Easy Care assessments of patients (Philp I, 2012).


Social Assessment

This Read More page is an extension of Social Assessment

Back To : Social Assessment

The Social Assessment is one of 8 domains of the

Comprehensive Geriatric Assessment (CGA)

Back To : Comprehensive Geriatric Assessment

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