building bridges: making a difference in long-term care 2005 Colloquium June 25, 2005

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building bridges:
making a difference in long-term care
2005 Colloquium
June 25, 2005
Boston
Funded by the Commonwealth Fund
Conducted by AcademyHealth
THE
COMMONWEALTH
FUND
AFFORDABLE CLUSTERED HOUSING
CARE FOR OLDER AMERICANS
A Promising But Still Immature Long-Term
Care Strategy
Stephen M. Golant, Ph.D.
University of Florida
Paper Presented at AcademyHealth Colloquium
Boston, June 25, 2005
DRAFT: DO NOT CITE OR DISTRIBUTE
Increased Appearance of Affordable
Planned or Organized Settings
Integrating Housing and Care
™These hybrid shelter-care integrations known by
various names
¾Service enriched housing
¾Affordable supportive housing
¾Affordable residential care
¾Affordable congregate housing
¾Assisted living in Public Housing
¾Service coordinated housing
¾Affordable assisted living
DRAFT: DO NOT CITE OR DISTRIBUTE
3
Basic Characteristics of Integrated Housing
and Care Settings
™Conventional multiunit rental buildings,
cooperatives, or cottages, or on campus setting
™Cater to a sizable population cluster of lowincome frail older adults
™Deliver wide range of long-term care services
™Practice a “social” rather than a “medical”
model of care
™Usually harness multiple public/nonprofit sector
funding streams to make both housing setting
and long-term care context affordable
DRAFT: DO NOT CITE OR DISTRIBUTE
4
These Hybrid Integrations
Deserve Own Label
AFFORDABLE CLUSTERED HOUSING CARE
STRATEGY
or
AFFORDABLE HOUSING-CARE
DRAFT: DO NOT CITE OR DISTRIBUTE
5
Why Recognize Their Emergence Now?
Various Catalysts
™Not new, but now more numerous and
mainstream, organizationally visible
™The courts have spoken
™State governments more interested in less
expensive long-term care alternatives
™New public policies
™New organizations focused on creating
affordable housing-care options
DRAFT: DO NOT CITE OR DISTRIBUTE
6
Why Recognize Their Emergence Now?
Unequal Dual Long-Term Care Markets
™One set of options for the wealthy, another for
the poor
™Nursing homes dominated by poor elderly
™Private pay assisted living too expensive
™Aging in place in conventional owned or rented
dwellings more difficult for lower- than higherincome frail older persons
™We label this usual aging in place strategy:
Affordable Household Centered Care
DRAFT: DO NOT CITE OR DISTRIBUTE
7
Downsides of “Household Centered
Care” for Poor Elderly:
Inappropriate Dwellings
™Most older persons receive long-term care in
their conventional apartments and owned
homes
™Significant share paying an excessive amount
of their income on their housing costs
™Dwellings sometimes suffer from physical
deficiencies in their plumbing, heating, cooling,
and structural integrity
™Design problems make accommodations
difficult or unsafe to use
DRAFT: DO NOT CITE OR DISTRIBUTE
8
Downsides of “Household Centered Care” for
Poor Elderly: Caregiving Challenges
™Most depend on informal care
™Caregiving is unplanned and delivered by
inexperienced albeit usually caring persons
™Caregiving efforts exact a heavy emotional,
physical, and financial toll
™Older persons who cannot rely on spouse or
children especially disadvantaged
™Home setting is often an almost totally
unregulated care environment
DRAFT: DO NOT CITE OR DISTRIBUTE
9
Downsides of “Household Centered Care” for
Poor Elderly: Problems Accessing Public
Sector Long-Term Care Solutions
™Lack of knowledge
™Confront organizational barriers when bundling
together needed services
™Services administered by different agencies
with different regulations, eligibility
requirements
™Less educated, women living alone, members
of minority groups especially confront access
challenges
DRAFT: DO NOT CITE OR DISTRIBUTE
10
Downsides of “Household Centered
Care” for Poor Elderly: More Difficult
Long-Term Care Delivery
™Older persons live in dispersed or scattered
low-density suburban and rural locations
™Spread out geographic markets result in greater
travel costs
™More difficulty making shorter duration but
timelier visits
DRAFT: DO NOT CITE OR DISTRIBUTE
11
Affordable Clustered Housing Care
Strategy
™Housing setting (residential accommodations,
neighborhood, and community) matters
™Influence the long-term care experience and
outcomes
™Older persons receive assistance not just
because they are frail
™Rather, because they occupy a housing setting
deliberately planned or organized to provide
long-term care
™Older persons needing long-term care do not
have to act alone
12
DRAFT: DO NOT CITE OR DISTRIBUTE
Housing-Care Strategy:
Key Distinguishing Features
™Buildings have design features making them
user-friendly and safe
™Common areas for dining and recreational and
office/clinic spaces for staff
™Occupied by critical mass or sizable cluster of
impaired lower-income older persons
DRAFT: DO NOT CITE OR DISTRIBUTE
13
The “Critical Mass” Influence
™Hallmark of the housing-care strategy
™Facilitates all aspects of long-term care delivery
™More economically and organizationally
efficient to deliver long-term care services
™More feasible to hire on-site staff of multiple
case managers
™Social worker or nurses can set up office hours
™Reduced likelihood of duplicated services
™Allow for more efficient scheduling
™More diverse communication approaches to
educate residents
DRAFT: DO NOT CITE OR DISTRIBUTE
14
Long-Term Care Found in These
Housing-Care Settings
™On-site hired trained staff, volunteers
™Outsourced community-based service providers
™Co-located with nutrition site or adult day care
center
™Long-term care services range from service
coordination to personal care addressing all
levels of impairment
DRAFT: DO NOT CITE OR DISTRIBUTE
15
Basis of Diverse Prototypes of
Affordable Housing-Care Strategy
™Combinations of the following components and
features:
¾Type of housing setting
¾Physical design features
¾Type of long-term care
¾Service delivery approach
¾Affordable housing setting: type of
program/funding support
¾Affordable long-term care: type of
program/funding support
DRAFT: DO NOT CITE OR DISTRIBUTE
16
Diverse Prototypes of Affordable HousingCare Strategy (examples)
™Multi-unit stand-alone rental building subsidized
by HUD with hired service coordinator
™Multi-unit stand-alone rental building subsidized
by HUD with hired service coordinator and
outsourced Older Americans Act services
™Multi-unit stand-alone congregate or
cooperative housing offering meals,
housekeeping, and personal care with both
onsite staffing and outsourced services with
funding from nonprofit organization
DRAFT: DO NOT CITE OR DISTRIBUTE
17
Diverse Prototypes of Affordable HousingCare Strategy (continued)
™Multi-unit stand-alone HUD rent-subsidized
building converted to assisted living facility with
Assisted Living Conversion Program with hired
service coordinator and outsourced services,
ranging from housekeeping to personal care
funded under Medicaid Waiver Program.
™Multi-unit stand-alone private-pay assisted
living residence, with selected units made
affordable with SSI state supplements and
Medicaid Waiver funding.
DRAFT: DO NOT CITE OR DISTRIBUTE
18
The Good and Bad of Diversity
™Older frail consumers benefit from more
choices
™But diversity contributes to a possible identity
crisis
™Affordable housing-care options may not
constitute a unique and coherent long-term care
strategy
™An eclectic product line may confuse
consumers and make selecting an appropriate
facility more difficult
™Marketing, insurance underwriting, financing
may be discouraged
19
DRAFT: DO NOT CITE OR DISTRIBUTE
Financial, Organizational, and Political
Barriers Restrict Public and Private Sector
Solutions
™Intra-Organizational Barriers (HUD, HHS)
™Inter-Organizational Barriers
¾A different language of eligibility
¾Philosophy of care conflicts
¾Frailty levels required by Medicaid too high
¾Out of sync government rental subsidies
¾Out of sync affordable rent-assisted
programs
DRAFT: DO NOT CITE OR DISTRIBUTE
20
Multiple Evaluation Categories to Judge
Quality of Life
™Various indicators offer insight into the quality
of life and care offered by housing-care facilities
™Sparse literature, but generally consistent
findings
™State governments primarily interested in
singular basis to justify expansion
¾Saving long-term costs by delaying
institutionalization
¾Most difficult-to-meet standard of success
DRAFT: DO NOT CITE OR DISTRIBUTE
21
Quality of Life and Care Evaluation Categories
1) Traditional indicators: affordability and physical adequacy
2) Accessibility, safety, and user-friendliness of dwelling and its
site
3) Compatibility of the social situation of the housing-care
setting—age composition and frailty profiles
4) The quality of life of the surrounding neighborhood and
community
5) Maintaining or improving independence and behavioral
functioning
6) Long-term care setting as a “social” vs. “medical” model of
care
7) The integration of the housing setting and long-term care
context
8) Delaying an institutional quality of life and saving long-term
care costs
DRAFT: DO NOT CITE OR DISTRIBUTE
22
Going Forward: Unanswered Research
Questions
1) Describing patterns of affordable housing-care
occupancy and long-term care use
2) Assessing quality of life and care in affordable housingcare settings
3) “Quality” tradeoffs: household centered vs. clustered
housing care strategies
4) Multiple effects of “critical mass” on long-term care
delivery
5) Prioritizing barriers preventing expansion of housing-care
options and implementation
6) Comparing on-site staffing, outsourcing, and co-located
service models of long-term care delivery
7) Models of successful housing-care developments
DRAFT: DO NOT CITE OR DISTRIBUTE
23
building bridges:
making a difference in long-term care
2005 Colloquium
June 25, 2005
Boston
Funded by the Commonwealth Fund
Conducted by AcademyHealth
THE
COMMONWEALTH
FUND
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